How Do You Read and Diagnose the Health of the Market?

Bill Hortz's picture

[The maxim “Prescription without Diagnosis is Malpractice” can be applied to many areas, particularly in investing in the stock market where playing hunches, commercing in tips, and following the social media crowd can be a poor basis for an i

Unpacking Best-of-Breed AdvisorTech Solutions

Bill Hortz's picture

[With such an accelerating and dizzying rate of AdvisorTech options available, making the right technology decisions and developing the right strategy for building your advisor technology stack becomes all the more critical.

Transforming the Wealth Management Experience

Bill Hortz's picture

[The financial distribution “supply chain” between asset managers and their financial advisor and wealth management firm clients has been fraught with wasted resources, engagement friction, and many inefficiencies.

Immersing Advisors in the Technology of Advice

Bill Hortz's picture

[The study of innovation teaches us that in a hyper-competitive business environment, driven by an accelerating rate of change, the winning path forward is an open mindset and a commitment to continuous learning.


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