A Trial by Fire for AI

Bill Hortz's picture

"Why wouldn’t a professional avail themselves of a tool that is designed to help in the most challenging market environments?" - David Aferiat, Trade-Ideas

Redefining Prudent Investing

Bill Hortz's picture

"Question we feel advisors must ask themselves is whether or not it is prudent to continue doing what they are doing or make deliberate, yet methodical, changes to their asset management infrastructure." - Jon Robinson,

A Battle Plan for Active Managers

Bill Hortz's picture

[Everything in financial services is evolving. Innovation in new tools and tech-driven approaches are challenging conventional thinking in asset management and offering new resources to traditional investment methodologies and processes.

Hearing from the Source of Social Investing

Bill Hortz's picture

[There is a growing explosion of interest, media coverage, investment products and dollars going into socially responsible investments - despite a large percentage of advisors still not openly receptive or adopting the strategy with their clients.

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 

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