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
Active portfolio management can still potentially deliver superior returns even in difficult market cycles.
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Bill Hortz
Making the right technology decisions and developing the right strategy for building your advisor technology stack is critical.
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Bill Hortz
Two industry experts discuss how they have been using technology to redraw the landscape of engagement within the wealth management industry.
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Bill Hortz
An upcoming free virtual event that can immerse advisors in practical learning on the topic of AdviceTech is an online, crowd-sourced showcase called AdviceTech.LIVE.
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Bill Hortz
In the asset management universe, there exists a vast array of strategies and approaches to investing money
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Bill Hortz
White Glove's 8th annual Host University was a masterclass on positioning advisors in a new light with their community audience.
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Bill Hortz
There are far-reaching implications on the growing discussions over financial firm compensation structures.
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Bill Hortz
Metal Pay, a leading crypto app and exchange, is an excellent example of how blockchain technology is bridging the world of crypto and finance through continuous development and innovation.
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Bill Hortz
“Virtual distribution” has been offered as an energizing term and a mindset that is trying to tie the best marketing components together.
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Bill Hortz
2022's market volatility after a lengthy bull market brought awareness to the need for better tax management capabilities into focus for advisors and their clients.
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Bill Hortz
Financial advisors can play a major role in helping clients through this crisis.
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Bill Hortz
In our current financial services business landscape of rapid change and hyper-competition, practice management and business development efforts take on a whole new urgency and purpose.
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Bill Hortz
Financial advisors' greatest value proposition that they offer their clients is in providing genuine advice, guidance and leadership.
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Bill Hortz
There are several key factors essential to running a hedged equity portfolio.
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Bill Hortz
A closer look at using indices illustrates the need for constant reappraisal.
