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.

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.

"Launching a Mutual Fund" Series

Bill Hortz's picture

"You need to review the considerations for long-term success when launching a fund, not just the immediate costs to organize and operate a fund." - Jace Schuppan, Ultimus Fund Solutions

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