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Bill Hortz On Innovation

William Hortz is president and dean of the Institute for Innovation Development (IID), an educational and business development organization for members determined to grow their businesses in a world of constant change. Run as a social enterprise, the Institute is dedicated to making innovation best practices a vital cornerstone for members’ business growth. He also is founder of Strategic Account Management Solutions Inc. and previously worked for OppenheimerFunds, Countrywide Investments and Peregrine Asset Management.

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The ROI Of AI In Financial Services

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Nathan Stevenson of ForwardLane discusses how financial firms are grappling with the issue of value creation and measuring ROI on strategic AI deployment.

Business Creation And Investing In Emerging Markets

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Robert Scharar of FCA Corp and Commonwealth Funds discusses innovation, business creation and investing in emerging markets.

Strategically Expanding Active Management Research Tools

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Navigating the equity markets' confusing environment of increasing volatility, uncertainty, complexity and ambiguity is immensely challenging for investment managers.

A Business Model Innovation Mindset For Financial Services

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Business model innovation is one of the most dynamic strategies available for forward-looking business leaders.

Integrating Caregiving And Medicare In Retirement Planning

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This guest article offers a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.

A 2030 Vision Of AI In Financial Services

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In this thought experiment, we explore potential scenarios for 2030 and examine how these developments might reshape the industry.

Strategically Applying Financial Services Business Solutions

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Mark Spina and Jay Ramey of FLX Networks discuss the changing strategic nature of the financial services industry.

The NAIFA Nation Emerges--2024 Conference Review

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NAIFA has positioned itself to shape the future of the industry while empowering financial service professionals and enhancing the financial security of consumers in communities across the nation.

How The ‘Four Capitals Of Wealth' Applies To Executives And Business Owners

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Schultz Financial Group provides clients with a more holistic and carefully integrated family and business wealth planning approach.

Digital Vaults Evolution Into A Must-Have Advisor Technology

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Digital vaults are becoming a “must-have” technology to power a more engaging and competitive advisor and enterprise-wide service model.

How Not To Pull Your Life Apart Caregiving

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Speaker and best-selling author Carroll Golden's latest book, How Not To Pull Your Life Apart Caregiving, is an essential resource for every family to plan for an inevitable part of life.

Uncorrelated Alpha: A Market-Neutral, Hedge Fund-Of-Funds Investment Strategy

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For investors, a market-neutral investment strategy aims to provide smoother, more consistent market returns.

Income Investing For High-Net-Worth Investors

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Investment management strategies can be created and fashioned to meet specific investor needs.

How To Transform Your Financial Business Model With Tax Services

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Erik Flegal of Fortune Tax Alliance LLC discusses how advisors are integrating, or even in some cases, leading with proactive tax planning.

A Performance Management Partner For Investment Managers

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Rocco Pellegrinelli of Trendrating on how to help professional investment managers as a performance management partner.

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