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]  17 18 19 20 21 22 23 24  [24]

Innovation Is Defined By Your Customers, Not You

by

It's common for people to confuse an invention with innovation.

Building An AI-based Investment Platform For Advisors

by

Andrew Dassori, founding partner and CIO of Wavelength Capital Management, shares next-generation portfolio management tools and strategies utilizing artificial intelligence and machine learning.

Born Out Of Necessity

by

Roger Kiger has gone from being an RIA to a fintech entrepreneur.

ESG And Innovation: Enlightened Screens For Reducing Investment Risk?

by

Matthew Blume, portfolio manager for Pekin Singer Strauss Asset Manager, says adding ESG screens does reduce investment risk.

Creating Compelling Retirement Income Discussions

by

Michael Roth of FinTech company RetireUp tells us about his company's new retirement planning tools.

The Long And Short Of Managing Hedge Fund Return Streams

by

We discussed the hedge fund industry with Steve Togher, director of research at Cross Shore Capital.

A Simple, Proven Formula For Innovation

by

This company has a simple but effective formula to help any firm, in any industry, develop breakthrough new ideas.

Going To The Fringe For Innovation

by

The New York City International Fringe Festival is a massive creativity explosion unique in its scope.

Digitizing Expertise--New Tech Focusing On Human Intuition Vs. 'Big' Data

by

This new application replicates top decision makers' thinking processes.

6 Threats To Financial Advisor Relevance

by

The continuation of technological advancement in hardware, software, and artificial intelligence is going to accelerate, not slowdown.

Inside Tour For Advisors Of A Major Fintech Accelerator

by

A how-to on how financial advisors can play a role in the fintech process.

Finding The Nexus Between Investing And Communications

by

An interview with Jeremy Floyd, president of BPV Capital Management, who describes new tech tools that helps develop client personas for advisors.

Report From The Front Lines Of Innovation

by

A recent conference was built with speakers sharing best practices, case studies and exploration along six key tracks of innovation.

Building Data Flexibility That Best Positions Advisors

by

Two experts discuss technology trends affecting the financial services industry.

Innovating The RFP Process

by

InHub's product offers a modern RFP process for the institutional investment community.

[1]  17 18 19 20 21 22 23 24  [24]