Bill Hortz

2 weeks ago | advisorpedia.com | Bill Hortz

With the current global disruption in the markets, there is a growing call for enhanced market intelligence and a heightened respect for price trend analysis. Advanced analytics can help investment managers navigate an increasingly volatile marketplace by helping them identify and validate early any developing negative trend reversals to avoid and position themselves for positive trend support before they escalate.

2 weeks ago | wealthtender.com | Bill Hortz

[With the current global disruption in the markets, there is a growing call for enhanced market intelligence and heightened attention to price trend analysis. Advanced analytics can help investment managers navigate an increasingly volatile marketplace by helping them identify and validate early any developing negative trend reversals to avoid and position themselves for positive trend support before they escalate.

4 weeks ago | wealthtender.com | Bill Hortz

[The growing trend of clients demanding more personalization from their advisors and investments has the wealth management industry grappling with the operational tension that creates. As many wealth managers use a range of pre-built model portfolios by their home office investment teams to ensure proper allocation guidelines and compliance, there is a growing need to balance the specific deployment of these model portfolios with the need to satisfy the requirements of individual clients.

4 weeks ago | advisorpedia.com | Bill Hortz

The growing trend of clients demanding more personalization from their advisors and investments has the wealth management industry grappling with the operational tension that creates. As many wealth managers use a range of pre-built model portfolios by their home office investment teams to ensure proper allocation guidelines and compliance, there is a growing need to balance the specific deployment of these model portfolios with the need to satisfy the requirements of individual clients.

1 month ago | advisorpedia.com | Bill Hortz

With growing uncertainty, markets are under pressure rapidly rotating through new opportunities and risks that seemingly are emerging almost weekly. This market dynamic of accelerating price trends is alternatingly creating strong positive tailwinds and dangerous rip currents that can pull down a manager’s performance.