Bill Hortz is a journalist who writes for Nasdaq and Advisorpedia, specializing in financial services and wealth management. With a focus on industry trends, innovative strategies, and emerging technologies, Bill provides insights and analysis to help professionals navigate the rapidly changing landscape of the financial sector.
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Bill Hortz's articles mainly focus on finance, investment analysis, and industry-specific insights. If you have expertise in investment strategies, bond market dynamics, or financial industry trends that align with the themes and topics he covers, your insights could be valuable to him.
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Business model innovation is one of the most dynamic strategies available to forward-looking business leaders by providing expanded ways to explore
Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do
By: Bill Hortz
We asked them questions to learn more about the structure and intricacies of creating and managing a specific market-neutral investment portfolio that they term as “uncorrelated alpha” and why they see their fund of hedge funds as a complement to any investment portfolio, rather than as a replacement for any other portfolio investment.
Written by: Carroll Golden "You only have two choices when it comes to caregiving: plan or panic…The lack of a plan can tear a caregiver's
Digital Vaults continue to rapidly evolve from a “nice-to-have” virtual equivalent of a safety deposit box for critical advisor and client-facing
An in-depth understanding of these new approaches and tools, along with a strategic thinking mindset to best design and deploy your tech stack and other key resources, are required to capture that desired competitiveness and positioning. The growing complexity of this endeavor has also spawned the need to employ the power of networks, leverage the “shared economy”, and seek true strategic partners. Most firms would benefit by retaining a consultative resource and experienced business catalyst to propel them forward.
In this guest article, Carroll Golden and Dan Mangus offer a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.
Navigating the equity markets' confusing environment of increasing Volatility, Uncertainty, Complexity, and Ambiguity is immensely challenging for investment managers.
has decades of direct investments and mutual fund portfolio management experience in a wide range of frontier and emerging markets (e.g., New Zealand and the African continent). With a practical bottom-up lens on firm management and the business activity on the ground, he addressed Conference concerns on what actually happens to new ideas and business creation in emerging markets and how the right investments and business approaches can be a tool to drive positive change and innovation. We asked him to share his thoughts with us from his talk at the Rice University Innovation for Day One Conference by submitting this guest article on innovation, business creation, and investing in emerging markets.
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)?
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