Client Life Management - Engagement as Business Alpha

Bill Hortz's picture

[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin

T3 Review from a FinTech CEO’s Perspective

Bill Hortz's picture

[The return of the T3 - Technology Tools for Today financial technology conference in Denton,TX was an important event bringing together and creating a financial industry ecosystem of FinTech leaders, advisors, social media gurus, and industry

FinTech and Asset Management

Bill Hortz's picture

FinTech solutions can be a significant component in the growth and success of asset management firms.” – David Halligan, SalesFocus Solutions

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