Transforming the Act of Compliance

Bill Hortz's picture

"Explaining your firm’s culture of compliance is a great way to show you care and a great way to build trust and referrals to friends and family." - Mac Bartine, SmartRIA

Investing in Innovation

Bill Hortz's picture

[Investing in innovation – the ongoing execution of new ideas that create client value - is a tricky pursuit and an enormous opportunity.

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


Sign Up for Your Free Innovation Newsletter

Subscribe to fintech