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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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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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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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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