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Blogs

  • bussiness
    Rebalancing: Art or Science?

    Maximizing return and minimizing risk while balancing instinctive client emotions.

    Blog Post
    John Milne – October, 21, 2020

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  • bussiness
    Maintaining High-Touch Client Communications in a High-Tech World

    While there is no replacement for face-to-face interactions, it has become apparent that technology can be effective at maintaining the personal touch that’s required to deliver an exceptional client experience.

    Blog Post
    Erin Colledge – October, 8, 2020

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  • bussiness
    Client View Takes the Stage

    “Where advisors and clients connect.” That’s how many have come to know the Black Diamond® Wealth Platform. A solution that provides an award-winning client portal along with a comprehensive set of tools for you to streamline operations, manage financial lives, document communications, connect third-party products, and so much more.

    Blog Post
    Leslie Martin – September, 24, 2020

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  • bussiness
    Connect with Tech: Introducing Black Diamond Expressions

    "We exist to make advisors great, and to be an extension of our clients' team." This phrase was coined in the early days of the Black Diamond® Wealth Platform, and it has remained the product's 'why' ever since.

    Blog Post
    Bjorn Widerstedt – September, 9, 2020

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  • bussiness
    The Next Evolution of Wealthtech Integrations

    Financial advisor technology has come a long way since the early days of portfolio accounting software.

    Blog Post
    Justin Wayne – August, 6, 2020

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  • bussiness
    Building a Technology-Forward, Modern Wealth Management Firm

    Founded by veteran advisors with an unparalleled record of accomplishment, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award-winning firm on its website home page.

    Blog Post
    Timothy Welsh – June, 24, 2020

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  • bussiness
    Powerful Rebalancing Technology Fuels New Era of Advisory Services

    It’s the perfect storm…but in a good way. A combination of three powerful forces—zero commission trading, direct indexing and advanced rebalancing technology—is unlocking a slew of advisory opportunities.

    Blog Post
    Steve Leivent – June, 2, 2020

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  • bussiness
    Get Ready for Reg BI: How Black Diamond Can Help

    While much of the country eases into reopening, we all have an eye on how the markets will respond. Concurrently, financial advisors are watching the shifting regulatory landscape.

    Blog Post
    Shahyan Aly – May, 20, 2020

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  • bussiness
    In Times like These, What is Working?

    The last couple of months in the wealth management space, and the world in general, have definitely been one for the books. When else in history has so much changed in so short a time?

    Blog Post
    Steve Leivent – May, 5, 2020

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  • bussiness
    The Rebalancer Advantage: Agility During Market Uncertainty

    Now more than ever, tools that once seemed like luxuries can quickly become necessities. This is especially true for advisory firms using rebalancing and trading technology. Thanks to the quick ability to react to market fluctuations, these firms have the upper hand in maintaining client allocation targets.

    Blog Post
    John Milne – April, 22, 2020

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  • bussiness
    Overcoming Fear of Change: The Black Diamond Conversion Process

    During these unprecedented economic times upgrading your financial technology stack might be inconceivable. The process of data conversion, system setup, and adoption of a new platform can be daunting.

    Blog Post
    Brian Justice – April, 8, 2020

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  • bussiness
    Leveraging a Proactive and Robust Rebalancer

    Founded in 1985, Reby Advisors is an independent, fiduciary-based financial planning and investment management firm based in Danbury, CT. Providing clients everything they need to enjoy sustainable financial independence, Reby Advisors sees wealth as more than money.

    Blog Post
    Timothy Welsh – April, 1, 2020

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  • bussiness
    Digital Communication and How Advisors are Striking the Right Balance

    With markets zigging and zagging, the historic massive volatility we are experiencing inevitably creates anxiety in clients’ minds as to the health and welfare of their portfolios and financial plans.

    Blog Post
    Ryan Alexis – March, 24, 2020

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  • bussiness
    Webinar: What the SECURE Act Means for Advisors and Their Clients

    It’s no secret that enough Americans aren’t saving for retirement, and those that are, aren’t always saving enough. The SECURE Act aims to address this issue through a number of changes to retirement account rules and regulations.

    Blog Post
    Justin Wayne – March, 3, 2020

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  • bussiness
    The 2020 T3 Advisor Technology Conference

    The 16th annual Technology Tools for Today (T3) Advisor conference was hosted in sunny San Diego over the President’s Day holiday weekend. During the event, over 700 attendees gathered to see the nearly 100 technology firms display, demo and discuss all things advisor tech.

    Blog Post
    Timothy Welsh – February, 7, 2020

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  • bussiness
    Five Trends for RIAs to Watch in 2020

    Two things you can always count on in January: resolutions and predictions.

    Blog Post
    Steve Leivent – January, 22, 2020

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  • bussiness
    Staying Ahead of Change: Our Year-End Perspective

    What is the most important attribute a wealth management firm needs in its core technology platform? Is it a particular feature or capability? Ease of navigation? Third-party integration? Around-the-clock support? Ask a dozen advisors that question and you will likely get a dozen answers.

    Blog Post
    Brian Justice – January, 7, 2020

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Connecting the Dots of Your Practice so You Can Connect with Your Clients.