Bill Hortz's blog

The Vital Need for In-depth ETF Data

[The explosion of ETFs and ETF issuers is increasingly creating a marketplace quagmire and a growing quandary for investors.

What Wealth Managers Can Do with Modern InvestTech Solutions

[To understand how modern financial data technology and advanced research are responding to the evolving challenges of portfolio management — and what they mean for the relationship between adviser and client — we spoke with Joseph Wic

The Evolution of InvestTech for Wealth Managers

[“InvestTech” has been an emerging, informal sub-category within FinTech, used to describe technology applied to the investment management process — research, portfolio construction, trading, risk, and analytics.

The Strategic Role of Cloud Services in AI Deployment

[It is important to recognize that there is a triumvirate of emerging technologies at play in financial services – AI, data management, and the cloud.

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