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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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How A Global Bond Manager Deals With Market Uncertainty

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Luis Maizel of LM Capital Group discusses how he invests in a volatile world.

How Advisors Can Partner With Fintech

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Sean Brown explains why advisors are no longer just buying technology out of a box.

WealthTech Score – Banks 5, Advisors 1

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VisualizeWealth is a FinTech company bringing advanced technologies to financial services performance reporting.

Challenging The Active Vs. Passive Investment Debate

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Bob Mann, CEO of Advisor’s Capital Investments, knows active managers can outperform.

The Coming Challenges For Financial Advisors And Asset Managers

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Scale is becoming important in order to compete and advisors must differentiate themselves, says Dan Sondhelm.

Riding Investment Waves For Risk Averse Investors

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The Institute for Innovation Development interview series seeks to learn from innovative business leaders, uncover innovation best practices, and discover how to apply these insights into the...

Business Innovation And Stock Selection

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An analyst says a company called The Joint might exemplify the intersection of innovation and investing.

Value Investing In An Age Of Accelerating Change

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The manager of Queens Road Funds talks about how to recognize true business innovation.

Looking Under The Hood Of Hedge Fund Managers

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Scott Nussbaum of Cross Shore Capital Management explains how his firm does due diligence on hedge funds.

A Multi-Dimensional Perspective On Regulatory Compliance

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Two consultants share their thoughts on the latest trends in financial technology and compliance.

Engineering More Liquidity For Non-Traded Alternative Securities

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A conversation with the CEO of CFX Markets about the company's online trading platform for non-public investments.

A New Age Of Communication For Financial Advisors

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Finworx combines behavioral analysis and automated digital marketing.

Rethinking Diversification And Redefining Risk

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Managers can be constrained by rigid policies.

Behavioralizing Advisors & Financial Planning

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The chief relationship officer of a tech platform discusses how DNA shapes financial personality.

Helping Advisors Stay Ahead Of The Curve

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Many advisors are unprepared for succession and business innovation, say these experts.

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