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.

Being Thoughtful about Retirement Plans

Bill Hortz's picture

"That ongoing search for the right solutions brought us to FinTech companies where we have found superior retirement plan services and tools with lower costs for our clients." - Gary LoDuca, Thoughtful Advisors

Building a Disruptive Innovation for Advisors

Bill Hortz's picture

[The key distinction between an invention and an innovation is that - while an invention may be interesting; addressing a need; is all bright, shiny and new - unless it is widely adopted, it is not an innovation.

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