Increasing Advisor Value Using Model Portfolios

Bill Hortz's picture

There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the growing number of FinTech companies.

Celebrating a TampaBay Innovation District

Bill Hortz's picture

"All industries, especially financial services, should take note that dynamically partnering with your community should be part of every firm’s business model." - Bill Hortz, Institute for Innovation Development

Being Thoughtful about Retirement Plans

Bill Hortz's picture

"That ongoing search for the right solutions brought us to FinTech companies where we have found superior retirement plan services and tools with lower costs for our clients." - Gary LoDuca, Thoughtful Advisors

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