1435

Blogs

  • bussiness
    Why All RIAs Are on a Digital Transformation Journey

    Through the renaissance of the advisor technology industry, firms have made tremendous strides in driving operational efficiencies while helping advisors deploy a winning client experience, however there is still work to be done. Where to start is key.

    Blog Post
    Brian Justice – June, 10, 2021

    Read more white-arrow
  • bussiness
    The Rise of Non-Traditional Advice

    Leverage technology that supports the many avenues of holistic wealth advice.

    Blog Post
    Bjorn Widerstedt – June, 3, 2021

    Read more white-arrow
  • bussiness
    Wealth Management M&A Frenzy Continues: What are the Technology Implications?

    In spite of a sharp but brief slowdown because of the pandemic, 2020 was a record year for mergers and acquisitions in the wealth management space.

    Blog Post
    Steve Leivent – May, 20, 2021

    Read more white-arrow
  • bussiness
    The New Ad Rule: Opportunities and Challenges

    Beginning May 4, the Securities and Exchange Commission allows financial advisors to proactively use client testimonials, and non-client endorsements, as well as the capability to display third-party review site ratings of their respective businesses.

    Blog Post
    Brian Justice – May, 6, 2021

    Read more white-arrow
  • bussiness
    Behind the Scenes with Data

    Many data sources, one platform.

    Blog Post
    Brandon Parks – April, 28, 2021

    Read more white-arrow
  • bussiness
    Innovative, Flexible, and Cost-Effective Solution Drives Growth

    Triad Advisors was founded in 1998 for hybrid advisors to work under a broker-dealer’s corporate RIA and/or the advisor’s own independent RIA.

    Blog Post
    Timothy Welsh – April, 22, 2021

    Read more white-arrow
  • bussiness
    ‘Tis the Tax Season

    By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.

    Blog Post
    John Milne – April, 1, 2021

    Read more white-arrow
  • bussiness
    Tell Your Story with Client Reporting

    Providing the freedom and flexibility to write it your way.

    Blog Post
    Carlos Quintanilla – March, 11, 2021

    Read more white-arrow
  • bussiness
    Adding Value in a World of Free

    The new paradigm for financial advisors.

    Blog Post
    Steve Leivent – March, 3, 2021

    Read more white-arrow
  • bussiness
    Seizing the Moment to Motivate Financial Wellness

    Now is the time to turn up financial wellness conversations.

    Blog Post
    John Milne – February, 25, 2021

    Read more white-arrow
  • bussiness
    Ready for the Return

    Required minimum distributions are back.

    Blog Post
    Erin Colledge – February, 16, 2021

    Read more white-arrow
  • bussiness
    Building a Technology-Forward, Modern Wealth Management Firm Using Black Diamond

    Founded by a well-recognized veteran advisor with a penchant for fintech investing, 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 – February, 11, 2021

    Read more white-arrow
  • bussiness
    Embracing Digital in 2021

    As we continue to work through the impact of the pandemic on our industry and our work lives, the New Year brings renewed optimism and the opportunity to start planning.

    Blog Post
    Karen Sears – February, 3, 2021

    Read more white-arrow
  • bussiness
    Reinventing the Business with Black Diamond

    To maintain this pace of success in today’s more complex and competitive environment, CEO James S. Gladney knew Portfolio Solutions® needed to make a strategic pivot from focusing on specialized investment management to offering a full suite of wealth management services.

    Blog Post
    Timothy Welsh – January, 21, 2021

    Read more white-arrow
  • bussiness
    The Top Three Benefits of an Accounts Receivable Tool

    There’s a reason “cash is king.”

    Blog Post
    John Milne – January, 19, 2021

    Read more white-arrow
  • bussiness
    Where Wealth Tech Is Headed

    At SS&C Advent, we are constantly evaluating current trends, issues and developments, particularly as it relates to helping our clients continue to grow, compete, and succeed in an increasingly more complex, and competitive business environment.

    Blog Post
    Brian Justice – January, 7, 2021

    Read more white-arrow
  • bussiness
    Finding Opportunities Amid Difficulties

    Change often equals progress.

    Blog Post
    Bjorn Widerstedt – December, 22, 2020

    Read more white-arrow
  • bussiness
    Unseating Conventional Wisdom

    Is wealth management destined to become a consolidated industry?

    Blog Post
    Brian Justice – December, 3, 2020

    Read more white-arrow
  • bussiness
    Welcome to the Future of Holistic Fiduciary Advice

    Over the past decade, as advisors in all channels have been driven by client demand to expand financial advice from investment management to holistic wealth planning, fee-only fiduciary advisors have been handicapped in their inability to deliver services in one very important area: insurance.

    Blog Post
    David Lau – November, 23, 2020

    Read more white-arrow
  • bussiness
    This Year’s Innovations for Integrations

    Investment in integration means you get a seamless tech experience.

    Blog Post
    Justin Wayne – November, 19, 2020

    Read more white-arrow
  • bussiness
    Five Big Trends to Watch

    Trends along with a few thoughts on how SS&C Advent’s Black Diamond® Wealth Platform is connecting the dots.

    Blog Post
    Brian Justice – November, 17, 2020

    Read more white-arrow
  • bussiness
    Task Complete: How a Client “To-Do” List Gets it Done

    The “to-do” list is not a new concept. But, placing one in the client portal is.

    Blog Post
    Kyle Fleming – November, 5, 2020

    Read more white-arrow
  • bussiness
    Rebalancing: Art or Science?

    Maximizing return and minimizing risk while balancing instinctive client emotions.

    Blog Post
    John Milne – October, 21, 2020

    Read more white-arrow
  • 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

    Read more white-arrow
  • bussiness
    Reinventing the Advisor Experience with Client View

    All too often, the typical advisor experience consists of scattered data and workflows across various online and offline products. Recognizing this problem and working to solve for it is how the Black Diamond® Wealth Platform has blossomed over the years.

    Blog Post
    Bjorn Widerstedt – September, 24, 2020

    Read more white-arrow
  • 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

    Read more white-arrow
  • bussiness
    Cloud-Based From the Beginning

    Archvest Wealth Advisors' modern, tech-forward approach to differentiate themselves among prospective clients and advisors.

    Blog Post
    Timothy Welsh – September, 16, 2020

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow
  • 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

    Read more white-arrow

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