A Trial by Fire for AI

Bill Hortz's picture

"Why wouldn’t a professional avail themselves of a tool that is designed to help in the most challenging market environments?" - David Aferiat, Trade-Ideas

Redefining Prudent Investing

Bill Hortz's picture

"Question we feel advisors must ask themselves is whether or not it is prudent to continue doing what they are doing or make deliberate, yet methodical, changes to their asset management infrastructure." - Jon Robinson,

A Battle Plan for Active Managers

Bill Hortz's picture

[Everything in financial services is evolving. Innovation in new tools and tech-driven approaches are challenging conventional thinking in asset management and offering new resources to traditional investment methodologies and processes.

Hearing from the Source of Social Investing

Bill Hortz's picture

[There is a growing explosion of interest, media coverage, investment products and dollars going into socially responsible investments - despite a large percentage of advisors still not openly receptive or adopting the strategy with their clients.

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