Building a Disruptive Innovation for Advisors

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[The key distinction between an invention and an innovation is that - while an invention may be interesting; addressing a need; is all bright, shiny and new - unless it is widely adopted, it is not an innovation.

Deep Value in Disruptive Market Environments

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[Numerous articles have been tolling the bells for value investing over the past few years, but the truth is that while value has not been the best relative performer, increased market volatility and disruptive industry events have been feedi

Determining the Right Amount of Tech for Asset Managers

Bill Hortz's picture

"There's a lot of misinformation or misconceptions in the approach that managers are taking in terms of evaluating and purchasing pieces of technology." - Matt Franey, Celera Systems

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