Articles by Bill Hortz
- Future of Advice
The Organic Growth Crisis in Wealth Management
To better understand these industry shifts and the emergence of AI-native growth systems in wealth management
- ETF
The Global ETF Data Helix and Strategic Use Cases
Both established asset management firms and new industry entrants are embracing ETFs across broad beta, thematic, active, and alternative strategies.
- Artificial Intelligence
Key Insights From the 2026 T3 Conference
Below are my five top key insights and highlights that emerged at this year’s T3 conference.
- Research
The Dynamics of Merging Two Microcap Funds
The impact of AI on smaller companies, the potential for increased M&A activity, and macroeconomic tailwinds like interest rates and tariff pressures.
- Research
Megatrends: Investing in Companies That Can Change the World
How can you tell how much of an innovation story is real versus how much is marketing hype? What should you be looking for?
- Future of Advice
The Evolving Advisor Family Office Business Model
How they built their firm for stronger and more extensive wealth management engagements with their clients that go beyond just asset management. #advisors
- Future of Advice
How Wealth Management Is Evolving Into a Shared Tech Ecosystem
Explore these transformational needs for wealth management firms and what is actively being done to implement solutions in a cost-efficient manner #advisor
- Active Insights
The Current Tailwinds and Rip Currents Underlying Today’s Stock Prices
Rising and falling waves of activity on price trends may need more attention and precise market intelligence to quickly validate and capture. #stocks
- Future of Advice
AI Agents as Hyper-Efficient Advisor Meeting Assistants
We asked them questions to better understand how they are now bringing that expertise to revolutionize relationship-driven financial services. #advisors
- Future of Advice
The Rainmaker Multiplier: How To Create a Self-Sustaining, Scalable Financial Planning Business
Building a sustainable dynamic of engagement and growth to support new advisors is also doable. #advisors
- Practice Growth
The Wealth Transfer $18 Trillion Philanthropy Opportunity
TIFIN Give is shaping the future of charitable giving and empowering advisors to bring philanthropy to the forefront of wealth management. #charity
- Future of Advice
Digital Vaults Evolution Into a Must-Have Advisor Technology
Rapidly evolve from a nice-to-have virtual equivalent of a safety deposit box for critical advisor and client-facing documents into a must-have technology
- Research
Income Investing for High-Net-Worth Investors
Questions to better understand how his firm’s focus on HNW families and individuals informs and propels their money management decisions. #HNW
- Future of Advice
The AI Advantage in Wealth Management
We covered the advantages of being an early AI adopter, leveraging AI to catalyze organic growth. #advisors
- Practice Growth
The Financial Simplicity & Effectiveness of Bucket Planning
The Bucket Plan was built to help provide peace of mind during market volatility and uncertainty, while also simplifying financial planning for advisors
- Opinion
The State of the Asset Management Industry
Product and operational consideration sessions regarding retail alternatives, exchange-traded funds, and middle office processes are highlighted below.
