The ROI of AI in Financial Services

Bill Hortz's picture
[With the financial services industry rapidly implementing Artificial Intelligence (AI) technology, it has arrived at the key question of how firms can ensure they are maximizing AI’s value and return on investment (ROI)?

Building RIA Compliance for Enterprise Value

Bill Hortz's picture

[Well-run businesses are often worth more than the sum of their parts. They have repeatable processes and carefully designed systems, and astute investors consider these firms worth a premium valuation.

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.

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