Latest Issue Cover
Home » Featured Columnists » Bill Hortz On Innovation

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.

1 2 3 4 5 6 7 8   [25]

Business Creation And Investing In Emerging Markets

by

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

Strategically Expanding Active Management Research Tools

by

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

by

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

Integrating Caregiving And Medicare In Retirement Planning

by

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

by

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

by

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

by

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

by

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

by

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

by

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

by

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

Income Investing For High-Net-Worth Investors

by

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

How To Transform Your Financial Business Model With Tax Services

by

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

by

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

Disrupting The Ordinary Relationship Between Asset Manager And Advisor

by

Financial advisors are under an immense amount of pressure to provide value to their clients and differentiate themselves in the hyper-competitive financial marketplace

1 2 3 4 5 6 7 8   [25]