Next Steps for Wealth Management Technology

Bill Hortz's picture

[The inexorable march of financial technology is providing competitive new services, capabilities, and delivery systems for wealth management platform sponsors, asset managers, and financial advisors.

Engineering Innovation by Focusing on People

Bill Hortz's picture

[Innovation can engender negative connotations for many people, emanating from their fear of change and its unknown implications or consequences to the nature of work and the potential elimination of jobs.

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