Bill Hortz's blog

Top Articles from the Institute for Innovation Development in 2018

Let's take a moment to say goodbye to 2018 with a review of some of the best financial services innovation articles and discussions that the Institute for Innovation Development developed through th

Three Asset Management Forums – Topics Framing the Industry for 2018 and Beyond

“Rapid change requires a forward-looking vision for your business and the fund industry we operate in.” - Bob Dorsey, Ultimus Fund Solutions

How to Become a Behaviorally Smart Advisor

"Behavioral management can now be infused into the DNA of an advisory firm." Leon Morales, DNA Behavior

The Internet of Money

"Expanded possibilities come into play when you start to digitize things and put it up into a global transport layer, what we refer to an internet of money." JP Thieriot, CEO, UPHOLD

Pages