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.

Tearing Down Conventional Investment Wisdom

Bill Hortz's picture

"As a portfolio and risk manager, I decided that there had to be a better way to manage the risk of inevitable volatile bear markets, while providing advisors and investors peace of mind." - Tom Hardin, Canterbury Investment 

The Internet of Money

Bill Hortz's picture

"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

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