A Keen Eye on the Global ETF Market

Bill Hortz's picture

[The swift rise of more than 14,000 global ETFs, including 4,400 in the U.S., has propelled the $15 trillion ETF market into one of the fastest-growing areas of finance.

Client Life Management - Engagement as Business Alpha

Bill Hortz's picture

[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin

T3 Review from a FinTech CEO’s Perspective

Bill Hortz's picture

[The return of the T3 - Technology Tools for Today financial technology conference in Denton,TX was an important event bringing together and creating a financial industry ecosystem of FinTech leaders, advisors, social media gurus, and industry

Pages

Subscribe to data mgmt