The Evolution of InvestTech for Wealth Managers

Bill Hortz's picture

[“InvestTech” has been an emerging, informal sub-category within FinTech, used to describe technology applied to the investment management process — research, portfolio construction, trading, risk, and analytics.

A Strategic View on Marketing ETFs

Bill Hortz's picture

[The birth of a new ETF is an incredibly exciting time for asset managers but also a treacherous endeavor if strategic planning around the launch is not fully thought-out, developed, and implemented.

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