 Bill Hortz Founder, Institute For Innovation Development Bill Hortz is a financial services innovation writer, speaker, consultant, and founder of the Institute for Innovation Development-an educational and business innovation platform, network, and collaboration catalyst for financial industry professionals.
BILL HORTZ | SUNDAY, 29 MAY 2022 Will the future of investment portfolios increasingly be built, not on mutual funds and exchange-traded funds (ETFs), but on customised managed accounts? Read more PAGE: 1 |
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A process for the better
MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.
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