Bill Hortz's blog

Behind the Movement Towards Direct Indexing

[At least twelve major acquisitions by leading financial services firms have loudly signaled a major shift to and expansion of the direct i

ETF Distribution at the Intersection of Tradition and Innovation

[The $7.1 trillion U.S. ETF industry (as of 3/31/22) is far from being a mature market. First developed in the 1990s to provide access to passive index tracking and sector funds, the ETF universe has been in perpetual evolution.

The Anatomy of an Innovation Investing Mindset

[Investing in growth is a fascinating business, especially when focused on the realm of business innovation – new trail-blazing products, new redefining industry services, new next-generation business models, and new democratizing platforms.

Deep Think and Marketing Lessons for Advisors

[In a rapidly changing business environment, it is important to hit the “pause” button regularly and have a deep think.

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