Bill Hortz's blog

Investing With Conviction: How MSCI’s Christian Values Screening Supports Faith-Aligned Portfolios

[As personalization continues to transform wealth management, advisors are being asked to accommodate not just an investor’s financial objectives but also their deeply held values, beliefs, and personal identity.

The New Middle Office: AI Agents as the Next Operational Layer

[AI agents are coming to financial firms to revitalize and modernize their middle office operations.

High-Conviction SMAs: Solving Active Management and After-Tax Challenges

[Among the fastest-growing product vehicles in the industry, separately managed accounts, per the FUSE Research Networ

How AI Will Fill the Advisor Retirement Gap

[With 100,000 financial advisors retiring amidst the $84 trillion Great Wealth Transfer and rising personalized client services expectations, this guest article from Leslie Norman, Chief Technology Officer (C

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