Bill Hortz

How you define the mission for innovation in the insurance distribution space? #insurance #innovation #ideas #fintech

We wanted to understand their perspective on investing in innovation and dig into their investment approach. #ETFs #investing #investor

Insurtech startups are bringing innovation across all aspects of the insurance value chain. #innovation #insurance #insurtech #annuities

We have are the tools and expertise necessary to engage clients in the digital age, providing the experience and personalization. #fintech

There is a very different mindset and set of behaviors between the two that leads to completely different ways to manage and steer their firms.

Fintech entrants are creating financial services industry disruption by changing the customer value equation. #fintech #technology

The power of the behavioral component in most human activities cannot be dismissed, especially as drawn out in today’s current pandemic.

The concept of responsible investing is becoming more important to many investors. The growth in the field will be tremendous. #ESG

Consumers are savvy, podcasting is a perfect core tactic every financial advisor can achieve and build on. #podcasting #financialadvisors

An advisor software platform used to help visualize client households' financial situation and as an engagement experience.

The truth is that there is an increasing need for advanced analytics and new systematic models to be run by humans, not to replace them.

The pandemic seems to be marking a major change in thinking and perceptions across health, justice, government, corporate, and personal responsibility