Investing in Innovation

Bill Hortz's picture

[Investing in innovation – the ongoing execution of new ideas that create client value - is a tricky pursuit and an enormous opportunity.

Operating as an Entrepreneur vs. a Business Owner

Bill Hortz's picture

"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners

New Journal on Impact & ESG Investing

Bill Hortz's picture

"Misconceptions and confusion about the field still exist and we need a journal to thoroughly examine all the issues." - Brian Bruce, Editor, Journal of Impact & ESG Investing

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