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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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Synapse 2024 And The Business Of Innovation

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The recent sixth annual Synapse Summit in Tampa sparked a great deal of community excitement and creative engagement.

Advisors And Taxes--The Advisory Tax Alliance Approach

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How advisors are integrating, or even in some cases, leading with tax planning and mitigation services.

Redefining Your Mutual Fund And ETF Experience

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Vance Howard of Howard Capital discusses how to redefine investors' mutual fund and ETF experience by increasing investor confidence and lessening emotional decision-making.

Mining The Gold Marketplace For Unique Opportunities

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Gold investing offers a diverse marketplace of investment options and approaches for investors.

Client Life Management--Engagement As Business Alpha

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The Client Life Management business model focuses firm goals towards more comprehensive client engagement and investing financially, culturally and strategically in client experience.

Putting $10 Million To Work Is More Than An Investment Activity

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Russell Schultz of Schultz Financial Group discusses his firm's holistic and carefully integrated family and business wealth planning approach.

Sales And Marketing Need An Integrated Strategy

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Dan Sondhelm of Sondhelm Partners discusses the strategy behind sales and marketing integration.

Wealth Management Research Uncovers Three Trends That Will Shape 2024

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Scott Reddel of Accenture discusses longevity, generative AI and the changing advisor workforce.

Top 2023 Articles From The Institute For Innovation Development

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Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development developed throughout 2023.

RIAs Partner To Launch Innovative ETF

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This is a great case study on how advisors can work together to become disruptors and create innovative investment and business solutions together.

Revisiting The High Yield Bond Market

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Two industry experts discuss what you should know about the high yield market today.

Action Items For Financial Firms To Help Clients Navigate The Opioid Crisis

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There are specialized resources and training available for advisors to help their clients and their family members through opioid addiction.

Investing In Quality Companies For A Disruptive Age

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Investing during a time of accelerating rates of business change and rapid innovation across all industries is fraught with complex challenges.

Honing A Marketing And Sales Strategy For 2024

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How financial firms can develop a strategy to drive future growth.

The Emergence Of Generative AI In Financial Services

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How generative AI is being applied to financial services.

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