Outsourcing Middle-Office Services and Technology

Bill Hortz's picture

[The explosion of technology advancements in the RIA and Asset Management middle office space are grabbing the attention of firms who are looking to differentiate their services and position themselves to meet the growing hyper-competition of

Expanding Your SMA Business

Bill Hortz's picture

[When it comes to growth opportunities for institutional asset managers, many industry researchers have reported that distribution executives think the biggest opportunity moving forward is in the RIA channel.

Rethinking Elements of Portfolio Management

Bill Hortz's picture

[Asset allocation, diversification, value, growth – words that immediately connote investment concepts drilled into our brains by tradition and habit, established interpretations of financial research, and a form of “common” sense.


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