Purpose-Driven Business Models

Bill Hortz's picture

[Business model innovation is one of the most dynamic strategies available to forward-looking business leaders by providing expanded ways to explore business opportunities, potentially change the game in your industry, and deliberatel

Innovations in Tax Management

Bill Hortz's picture

[2022’s market volatility after a lengthy bull market brought awareness of the need for better tax management capabilities into focus for advisors and their clients.

Applying AI Into Investment Management

Bill Hortz's picture

[Artificial Intelligence (AI), from popular culture with Terminator warnings to early high-profile applications like driverless cars, has built up some biases and unfavorable connotations.

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