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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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Purpose-Driven Business Models

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Business model innovation is one of the most dynamic strategies available to forward-looking business leaders by providing expanded ways to explore business opportunities.

Creating A Financial Services Business Accelerator

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Two industry experts discuss the changing dynamic of practice management in an age of compounding change.

Innovating Smarter Employer Group Health Plans

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Steven Guilfoile of AffordaCare Insurance discusses the group health insurance market.

Reassessing Opportunities In The Evolving Bond Market

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Here are effective strategies for approaching the bond market with a broader perspective and a sharper risk/reward lens.

Delivering Business Intelligence In The Asset Management Industry

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Here are some highlights from the 2024 Sales Marketing Enablement Forum.

A Perspective On Interest Rates And Small Caps

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Kevin Rendino and Daniel Wolfe of 180 Degree Capital Corp. discuss the firm's perspective, market outlook and implications for investors.

Perspectives On Large-Cap Value Investing

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Paul Roukis and Jeff Agne of Great Lakes Advisors discuss how some large-cap value managers work to differentiate and position themselves for investment advantage.

Upgrading PR Strategies For Outcome-Driven Impact

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Dan Sondhelm of Sondhelm Partners discusses the most damaging yet overlooked pitfalls that are hurting boutique firms' PR efforts.

Advisors Offering Succession Planning To Business Clients

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According to a recent survey, nearly two-thirds of family businesses do not have a documented and communicated succession plan.

The AI Advantage In Wealth Management

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The AI advantage will transform how firms enhance advisor efficiency while maximizing net new asset growth.

The Resurgence Of The CLO Marketplace

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Shiloh Bates of Flat Rock Global discusses the opportunities and risks in the growing CLO market.

The Financial Simplicity And Effectiveness Of Bucket Planning

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Jason L Smith of JL Smith Holistic Wealth Management discusses the process he created to simplify the complex world of financial planning for greater client engagement and results.

Investing In The Pivotal $900 Billion Compliance Carbon Market

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Luke Oliver of Krane Fund Advisors discusses the evolving carbon marketplace and the unique investment opportunities this area represents.

Exploring A Real Estate Niche In The Private Credit Markets

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Zach Murphy of Pender Capital discusses investing opportunities in the specialized private credit market.

Structured Product Solutions For Managing Capital And Risk

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Learn how to deploy structured products for portfolio investment and risk management.

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