Determining the Right Amount of Tech for Asset Managers

by Matthew Franey

I recently sat down with our friend and partner Bill Hortz, Founder and Dean of the Institute for Innovation Development, to address several critical questions relating to the application of technology to distribution efforts.  

Please see below for links to the full article on your favorite website and thanks for reading! 


Financial Advisor


Harvest Exchange



LinkedIn Pulse

Institute blog

Matthew Franey
Director of Business Development