Using AI to Weave the Fabric of Data and Intelligence for Fund Product Distribution
Innovation Development Blog
by Bill Hortz
5d ago
asset managers distribution sales artificial intelligence machine learning data mgmt customer engagement strategies [The true value of an innovation, like artificial intelligence (AI), is found in its relevant applications. It is not just the technology that is important, but how you design and fashion the tech into an innovative solution. Solving serious problems and large-scale challenges are the overriding goals of tech innovators. A recent 2/8/2024 press release, “TIFIN AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution ..read more
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The Power of Mindset in Scaling Your Business
Innovation Development Blog
by Bill Hortz
1w ago
advisors growth strategies mindset practice mgmt scale [Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world. Understanding the nature of mindset and carefully developing and nurturing your conscious, focused approach to your business can become a driving force to your success. Mindset is both the catalyst and ongoing energy source behind building the adaptability, resilience, innovation, and continuous improvement needed to thrive in our complex, ever-changing business environment. It ..read more
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Revisiting the Mortgage Investment Corporation for Alternative Income
Innovation Development Blog
by Bill Hortz
2w ago
alternative investments income strategy real estate diversification retirement income [The opening up of the private credit and lending market by new more entrepreneurial and tech-enabled players brings a wealth of new and enhanced alternative income investment options for investors. Even traditional real estate mortgage investments have become subject to substantial overhaul as entrepreneurs rethink underwriting, structure, and processes. This has led to increased access and a surge in interest in “alternative investments” from retail investors. Historically, alternative investments wer ..read more
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Advisors and Taxes – the Advisory Tax Alliance Approach
Innovation Development Blog
by Bill Hortz
3w ago
advisors tax management holistic financial planning [The expanding holistic financial planning movement along with the growing threat of rising taxes in retirement is breaking the traditional “You Shall Not Pass!” demarcation between financial advisor advice and accountant/CPA tax services. In fact, the deeper financial knowledge of increasingly complex investment options and alternatives, along with advanced high-net-worth insurance products and strategies puts the advisor in a better position to work with the client’s tax professional and lead overall financial strategy. To help explor ..read more
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Redefining Your Mutual Fund & ETF Experience
Innovation Development Blog
by Bill Hortz
1M ago
investing trends risk investing innovation practice mgmt retirement plans high net worth clients business owners [There has been a growing belief in the advisor and asset management communities that buy-and-hold as an investment strategy is not always the best mindset to deploy. Conventional wisdom on passive investment strategies as well has been challenged due to its inability to adjust to the volatile nature of the markets and capture emerging investment opportunities. In contrast, the strategic deployment of a more tactical mindset allows investors to participate in upside growth whi ..read more
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Mining the Gold Marketplace for Unique Opportunities
Innovation Development Blog
by Bill Hortz
1M ago
investing gold gold mining active investment mgmt closed-end funds [Gold investing offers a diverse marketplace of investment options and approaches for investors. The main motivations to invest in gold have been for diversification, as an inflation hedge, or for speculation, but the big reason is for the dynamics of this market that are different from traditional equities and for unique niches of opportunities like small-to-mid-size mining companies. Some of these opportunities, like the latter, have been hard to access and participate in. What also complicates this area of the market i ..read more
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Client Life Management - Engagement as Business Alpha
Innovation Development Blog
by Bill Hortz
2M ago
customer engagement strategies data mgmt holistic financial industry innovation financial operations financial planning [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 financial, family, business, and aspirational life. It represents a shift in business management mindset to focus firm goals towards more comprehensive client engagement and investing financially, culturally, and strategically in clie ..read more
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Putting $10 Million to Work Is More Than an Investment Activity
Innovation Development Blog
by Bill Hortz
2M ago
investing financial planning wealth management risk high net worth clients alternative investments [Having $10 million to invest puts you in an exclusive group of investors with a very significant quandary to deal with. Besides having access to an apparently exhaustive list of complex institutional-level and alternative investment options, this level of investment truly requires a strategic versus a tactical deployment to maximize benefits to your lifestyle and family legacy. Just be warned, properly managing this much money can be a big challenge and needs an open mindset. To explore th ..read more
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Sales and Marketing Need an Integrated Strategy
Innovation Development Blog
by Bill Hortz
2M ago
marketing sales integration branding strategies growth strategies [Sales and marketing teams in financial services have traditionally worked in their group silos focusing on separate issues. These kinds of activities would tend to reflect a focus on tactics rather than an understanding of what drives purchasing considerations among today’s investors and intermediaries. While deploying various tactics can help, a financial firm can generate far more significant positive results by encouraging greater flexibility and participation in these teams working together to play a more creative rol ..read more
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Top 2023 Articles from the Institute for Innovation Development
Innovation Development Blog
by Bill Hortz
3M ago
financial industry innovation fintech marketing tech customer engagement strategies community engagement strategies asset managers active investment mgmt investing innovation. practice management business model change growth strategies innovation development Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2023. The Institute is both a business innovation platform and a network of financial services innovators dedicated to increasing awareness, understanding, and spu ..read more
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