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.

Disruptive Changes in Affluent Investors

Bill Hortz's picture

"We are seeing affluent investor expectations for advice shifting to a more financial wellness orientation, and advisor performance will likely be based on a broader client experience measurement." - David Thompson, Phoenix M

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