Building RIA Compliance for Enterprise Value

Bill Hortz's picture

[Well-run businesses are often worth more than the sum of their parts. They have repeatable processes and carefully designed systems, and astute investors consider these firms worth a premium valuation.

A FinTech CMO’s Recap of Schwab IMPACT 2022

Bill Hortz's picture

This year’s Schwab IMPACT 2022 conference returned to an in-person format for the first time in two years due to COVID and hosted 5,000 live attendees at the Colorado Conference Center, with somewhere around 2,500 of those attendees being advisors


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