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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Bill Hortz
Caleb Eplett of YCharts discusses the company’s new Model Portfolios feature.
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Bill Hortz
How to best deal with an environment of increasing regulatory oversight and change.
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Bill Hortz
The ongoing debate around active vs. passive investment management should steer to a better understanding of the nature of protection-focused portfolios and risk management.
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Bill Hortz
Within the volatility, uncertainty and change happening throughout the financial services industry, there is a growing movement questioning everything about the investment process itself.
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Bill Hortz
JAG Capital Management feels strongly in SRI/ESG/impact investing methodologies as a natural evolution and powerful tool in core investing thinking.
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Bill Hortz
Carefully choosing board members demonstrates a firm’s commitment and strategic planning towards its rapid growth goals.
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Bill Hortz
Through purposeful design, a traditional firm can be transformed into a major league, comprehensive family office structure.
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Bill Hortz
A conversation to better learn how successful platforms are being built.
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Bill Hortz
How the FinTech–Asset Management working relationship can become a long-term strategic partnership.
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Bill Hortz
It's all about the advisor and the investor being empowered by putting more tools in their hands to build a greater relationship.
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Bill Hortz
The biggest challenge for any advisor to incorporate new technology into their practice is the change in routine.
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Bill Hortz
When new technologies are combined with equally robust adaptive portfolio strategies, innovation can thrive.
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Bill Hortz
This fund’s investment strategy truly seems to position itself squarely at unique crossroads.
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Bill Hortz
Focus on technology that makes your practice more efficient but puts the client and advisor working on the same goals together.
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Bill Hortz
The Institute for Innovation Development spoke with Ron Surz, president and CEO of PPCA Inc, Target Date Solutions and Age Sage Roboadvisor—a series of FinTech companies designed to financially...
