Bill Hortz's blog

The New Middle Office: AI Agents as the Next Operational Layer

[AI agents are coming to financial firms to revitalize and modernize their middle office operations.

High-Conviction SMAs: Solving Active Management and After-Tax Challenges

[Among the fastest-growing product vehicles in the industry, separately managed accounts, per the FUSE Research Networ

How AI Will Fill the Advisor Retirement Gap

[With 100,000 financial advisors retiring amidst the $84 trillion Great Wealth Transfer and rising personalized client services expectations, this guest article from Leslie Norman, Chief Technology Officer (C

Expanding Personalized Global Investment Access through ADR Indexes

[Home office investment teams at wealth management firms are under increasing pressure to deliver personalized client portfolios that include meaningful international exposure.

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