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.
An industry expert discusses RIA compliance and its place in building enterprise value.
Here are a few key points shared at the SME Forum Fall 2022.
At the conference, the energy levels were high and the presentations were thought-provoking and rich with insight Here are a few key takeaways
Despite recent downturns in the non-fungible assets market, the mass adoption of NFTs is still strong.
A conference on “Mastering Your Money Energy” took behavioral science to a deeper more impactful human level.
Year-end wealth management planning goes far beyond just tax planning.
Will advisors need to play a bigger role for their clients by providing a more ongoing, proactive management of retirement income sources?
With the recent rotation away from growth stocks due to changing economic conditions, value investing has come back into prominence.
The dynamic growth and variety of exchange-traded funds (ETFs) are playing an ever-increasing role in investors' portfolios and asset managers' product offerings.
Shifting investment markets driven by uncertainty and volatility create challenges and opportunities.
Artificial Intelligence (AI) and Machine Learning (ML) are now being deployed as key tools to gain greater intelligence on advisor prospects and clients.
Private placement insurance vehicles can play a unique role in the financial planning process.
With all the confusion and volatility in the markets today, it may be a good time to take a harder look at tactical investing.
The pandemic business environment has clearly demonstrated that the benefits of being a digital firm go well beyond cost and time savings.
The modern-day dynamics of middle-office tech and outsourcing options.