Behavioral Science Technology for Advisors

Bill Hortz's picture

"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior

Increasing Advisor Value Using Model Portfolios

Bill Hortz's picture

There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the growing number of FinTech companies.

Six Threats to Financial Advisor Relevance

Bill Hortz's picture

"What is certain is the continuation of technological advancement in hardware, software, and artificial intelligence is going to accelerate, not slowdown" - Bill Trigleth, Cannon Financial Institute

 

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