Bill Hortz's blog

The Marketing Power of Video for Financial Services

[According to a 2025 Wyzowl survey of a large cross-section of marketing professionals, video as a marketing tool is used by 89% of businesses and is considered int

Investing With Conviction: How MSCI’s Christian Values Screening Supports Faith-Aligned Portfolios

[As personalization continues to transform wealth management, advisors are being asked to accommodate not just an investor’s financial objectives but also their deeply held values, beliefs, and personal identity.

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

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