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 Anatomy Of A Fintech–RIA Partnership

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A strategic partnership that is disrupting the status quo in the industry.

Innovating At The Intersection Of Real Estate And Health Care

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Mainstreet Global is pioneering new ideas that will improve patient outcomes and reduce the cost of health care.

Sharing Research And Perspectives On Microcaps

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Research has shown that portfolios of microcap stocks have a high probability of producing a significant positive alpha.

Interval Funds—A Fund Structure Who's Time Has Come?

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Interval funds are a great example of continuing product innovation.

Building A Modern Retirement Plan Offering

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One of the biggest trends in retirement plans is technology.

Delivering Modern Wealth Management Services

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It’s important to keep identifying client pain points in your target market and find a way to solve those issues.

Outsourcing Compliance And FINOPs: Weighing Risks And Benefits

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Intersource Consulting Group's Ernie Kappotis discusses the risks involved for b-ds and RIAs in keeping FINOPs and compliance functions in house and the benefits of outsourcing them.

New Services To Support Mutual Fund Distribution

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Kevin Guerette at Ultimus Fund Solutions discusses the changing landscape in mutual fund distribution.

Disruptive Changes In Affluent Investors

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Research has revealed significant changes in the affluent marketplace that have major implications for financial advisors going forward.

Becoming The Universal Nexus For Alternative Investments

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Artivest's vision is to become the universal nexus for all things alternative investments.

The Investment Value Of Being Different

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Marshfield Associates believes in strategies that deviate from the market in as many ways as possible.

Strategically Outsourcing Your Middle Office

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Think of middle office services as everything that happens post trade execution.

Marketing Tech Study - Proven Way To Grow Assets

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The founder of Freewheel Marketing talks about the dearth of marketing technology in the financial services sector.

The Scale And Speed Of Big Data

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90% of the world’s existing data has been created in the last 2 years.

Arming Content Distribution And Customer Engagement With New Technology

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Harvest Exchange uses machine learning to enable financial firms to reach an investment-focused audience.

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