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Logo of the Institute for Innovation Development. The design features stylized initials "IID" with an orange swoosh and a dot in motion, colored in blue and orange. The text "Institute for Innovation Development" is written below in orange and blue.

Institute for Innovation Development:
Showcasing Forward-Thinking Financial Industry Executives, Progressive Money Managers & Vendors.

About the Institute for
Innovation Development

The Institute for Innovation Development is a financial services business innovation Institute that acts as a magnet for business innovation best practices/tools and as a network to increase awareness and spur more usage of important innovations in thinking and products/services for financial advisors and industry executives.

We actively engage and promote key innovative firms and leaders in 4 areas:

  1. Modern business management tools/approaches – business model canvas vs traditional business plan, design thinking process, business model innovation
  2. FinTech – working with NASDAQ, FinTech accelerators to help promote FinTech companies and innovation
  3. Progressive Money Mgrs and tools– active managers redefining risk & risk mgmt, new tools like altdata and AI, expanded due diligence of ESG and impact
  4. New client/community engagement strategies – work with progressive advisor groups, RIAs, and innovative vendor firms in redefining the Financial advisor role and experimenting with new client & community engagement strategies

Get in Touch with William Hortz

William (Bill) Hortz is a financial services innovation writer, speaker & consultant – Founder Institute for Innovation Development. William resides in Tampa Bay, Florida.

Bill Hortz, IID Founder

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Follow Bill on LinkedIn

Connect with Bill Hortz
917-319-7233
bhortz@innovationdevelopment.org

Recent Articles from the Institute for Innovation Development

Logo of the Institute for Innovation Development. The design features stylized initials "IID" with an orange swoosh and a dot in motion, colored in blue and orange. The text "Institute for Innovation Development" is written below in orange and blue.
IID Tax-Managed Investing – Pursuing Optimal Outcomes for Taxable Assets
Logo of the Institute for Innovation Development. The design features stylized initials "IID" with an orange swoosh and a dot in motion, colored in blue and orange. The text "Institute for Innovation Development" is written below in orange and blue.
IID The H-Factor and Unpriced Behavioral Risk
Logo of the Institute for Innovation Development. The design features stylized initials "IID" with an orange swoosh and a dot in motion, colored in blue and orange. The text "Institute for Innovation Development" is written below in orange and blue.
IID The Foundational Importance of Data Governance in Financial Services
Logo of the Institute for Innovation Development. The design features stylized initials "IID" with an orange swoosh and a dot in motion, colored in blue and orange. The text "Institute for Innovation Development" is written below in orange and blue.
IID Key Insights from the 2026 T3 Conference
Logo of the Institute for Innovation Development. The design features stylized initials "IID" with an orange swoosh and a dot in motion, colored in blue and orange. The text "Institute for Innovation Development" is written below in orange and blue.
IID A Professional Development System Solving Major Challenges for Asset and Wealth Managers

Wealthtender has partnered with the Institute for Innovation Development to bring you thought leadership in the financial services space, featuring insights from industry executives, progressive money managers, and vendors.