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
With all the confusion and volatility in the markets today, it may be a good time to take a harder look at tactical investing.
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Bill Hortz
The pandemic business environment has clearly demonstrated that the benefits of being a digital firm go well beyond cost and time savings.
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Bill Hortz
The modern-day dynamics of middle-office tech and outsourcing options.
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Bill Hortz
When it comes to growth opportunities for institutional asset managers, distribution executives think the biggest opportunity moving forward is in the RIA channel.
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Bill Hortz
A key structural component toward digital transformation of financial services is digital vaults.
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Bill Hortz
Going beyond operational efficiencies, digital transformation enables a firm to thrive as a business in today's digital-centric world.
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Bill Hortz
There are a number of forces at work that are drastically altering the private investment markets landscape.
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Bill Hortz
Four current trends in the financial advising industry.
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Bill Hortz
Putting a new spin on old established investment concepts.
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Bill Hortz
This may be the time for investing with an ownership mindset through fundamental analysis and deep understanding of corporate management.
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Bill Hortz
How advisors are developing substantially deeper relationships through a more profound value proposition.
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Bill Hortz
The evolution of charitable giving through innovation and technology.
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Bill Hortz
Investing in smaller companies can be accomplished in a number of different ways.
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Bill Hortz
The war in Ukraine has affected the ESG/impact investing community in a number of major ways.
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Bill Hortz
Why relevance beats personalization in forming relationships that result in action.
