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
Global environmental conferences with cross-government support are helping build knowledge-based awareness and proactive action to gain traction for decarbonization and renewable power
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Bill Hortz
Holistic financial advice has become an increasingly important topic of discussion and debate across the industry.
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Bill Hortz
Ways to address some of the frictions inside modern asset management distribution, and how firms can adapt.
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Bill Hortz
An industry expert discusses RIA compliance and its place in building enterprise value.
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Bill Hortz
Here are a few key points shared at the SME Forum Fall 2022.
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Bill Hortz
At the conference, the energy levels were high and the presentations were thought-provoking and rich with insight Here are a few key takeaways
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Bill Hortz
Despite recent downturns in the non-fungible assets market, the mass adoption of NFTs is still strong.
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Bill Hortz
A conference on “Mastering Your Money Energy” took behavioral science to a deeper more impactful human level.
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Bill Hortz
Year-end wealth management planning goes far beyond just tax planning.
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Bill Hortz
Will advisors need to play a bigger role for their clients by providing a more ongoing, proactive management of retirement income sources?
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Bill Hortz
With the recent rotation away from growth stocks due to changing economic conditions, value investing has come back into prominence.
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Bill Hortz
The dynamic growth and variety of exchange-traded funds (ETFs) are playing an ever-increasing role in investors' portfolios and asset managers' product offerings.
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Bill Hortz
Shifting investment markets driven by uncertainty and volatility create challenges and opportunities.
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Bill Hortz
Artificial Intelligence (AI) and Machine Learning (ML) are now being deployed as key tools to gain greater intelligence on advisor prospects and clients.
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Bill Hortz
Private placement insurance vehicles can play a unique role in the financial planning process.
