Bill Hortz

The existence of massive sets of data and information offers asset managers competitive opportunities to enhance their investment research and performance.

Innovative technologies and a new variety of resources are empowering ESG goals by enhancing ESG data, processes, frameworks, and governance.

Artificial intelligence (AI) and machine learning (ML) are playing increasingly important roles in the financial services industry. #AI

Viewpoints on international markets in the wake of the ongoing coronavirus pandemic and what he sees as opportunities. #investing

The time has come to shift from talking about change to making it happen, especially when it comes to adding compliance technology to your firm.

need to consider what an investment vehicle can uniquely do – what is its context and maximal contribution to a comprehensive financial plan?

The seemingly endless nearly-13-year bull market has engendered for many financial advisors a growing, uneasy feeling. #advisors

Investors are increasingly asking their advisors for more exposure to innovative businesses, and we believe innovation investing is emerging.

Visibility in front of clients and prospects drives the perception of value, satisfaction, and can lead to referrals. #advisors #digital #referrals

While alternative investments have seen extraordinary growth over the last decade, there now exists a massive opportunity for further growth.

The financial needs of the mass affluent family are not that different from a HNW family and can be offered as a differentiated and valuable service.

We are serious when we say that it is time to really help active managers with a proposition that changes the game. #investing

For years asset managers have discussed the need to transition to a next-generation distribution model to offset industry-wide margin declines.

Better research can lead to smarter investments by uncovering more opportunities to capture alpha and manage risk. #financialadvisors

Our mission is to ultimately let our financial partners find balance in the ongoing struggle between being a financial advisor and an entrepreneur.

FinTech companies are developing the ability for precision in personalization efforts and the potential for encompassing client connection.

A tactical, risk managed fund (or two) should be an integral part of every investor’s portfolio looking for heightened risk and volatility management

Traditional business models are being threatened with obsolescence while digital transformation is allowing firms to build the future.

Valuable content moves your brand forward in the minds of your audience and positioning your organization. #contentmarketing

What have you been uncovering in your work with asset managers as to their growth strategies? #marketing #investing #growth

It is interesting how innovation can emerge from the simple act of mixing disparate elements together in a novel way. #investing #investor

Rapid industry change and rising competitive threats are forcing advisors into new ways of thinking and operating. #financialadvisors

The formation of business intelligence teams and new operating models are focused on engaging advisors in new, more data-driven ways.  

There is a growing retirement crisis in America that the government, AARP, or corporations are not going to be able to fix. #retirement

Working to revolutionize the financial distribution experience that occurs between asset managers, financial advisors, and wealth management firms

This new fund fundamentally changes and democratizes who can invest in venture capital and early-stage startup companies. #investing

Retail investors now have articulated the services that, translated into a product roadmap by their providers, will likely result in greatest loyalty.

Technology’s greatest benefits include saving time and effort, organizing and developing efficient processes behind policies and procedures.

Technology is never static, especially in our current business operating environment of accelerating rates of change. #fintech #technology

Stock market volatility and uncertainty represents major risks for advisors by testing investors’ resolve and their ability to stay the course

Just focusing on an investment strategy or strategies to make money from positive upward market movements over time may not be enough

How relevant and flexible are sector rotation strategies in today’s investing environment? #investing #ETFs #investors

A new tech-enabled ecosystem and revolutionizing the distribution experience that occurs between asset managers and advisors.

The Synapse Summit provided an excellent overview with leaders in emerging technology. #technology #business #success

Define and characterize Quantitative Investing and Artificial Intelligence in investment management. #finserv #AI #investing

Bond investing is about loss assumptions, security, and asset valuations to receive coupons and principal. #fixedincome #bonds

Now is a time for radical customer-centricity and commercial agility as incumbents need to leverage their go-to-market advantage factors.

What trends are you seeing developing in the private funds market that advisors should be aware of? #investing #investor #privatefunds

How will the virtual trends of 2020 be evolving into in 2021? #financialadvisors #events #virtual #investor #RIAs

What must change in an advisor’s thinking and perspective to be able to transform compliance from a chore into a proactive business tool?

There has been a quantum leap in the art and science behind client and prospect engagement in financial services. #marketing

Financial Advisors and investors are starting to look more critically at market indices. #stockmarket #investing #ETFs #innovation

How does offering Advisor technology in smaller API bites help advisor firms make progress and enable manageable change for their organization?

Why is it that active managers struggle to outperform their benchmarks and passive products? #activemanagement #stockmarket

How to apply our investment technology to your investment process, helping you reshape risk to capture alpha. #stockmarket #alpha

Analysis of financial statement data is the sole input to the algorithmic model that yielded the performance described in this paper.

Marketing and sales teams have a vital, superhero role to play to help the firm keep ahead of competitive pressures. #fintech

Learn how their goal to protect client equity portfolios led to their singular focus on profiting from stock market declines in the S&P500.

From ESG to impact to focused thematic strategies – and get their real world, in-the-trenches perspective and thought leadership.

Financial advisors are redefining and redrawing the parameters of what a financial advisor can do and be for their clients. #value