Wealth Management Perspectives
Wealth Management Perspectives
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Beyond the Headlines | Key SEC Compliance Focus Areas for 2025
Get ahead with exam priorities, what’s trending, and what might catch firms by surprise.
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Martin Orbach – November, 19, 2024
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How Operational Efficiency Helps Advisors Scale Their Firms
Technology empowers financial advisors and plays a pivotal role in scaling firms and elevating client satisfaction.
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James McClenahen III – November, 7, 2024
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Maximize ROI with Smart IT Spending Strategies
Learn how focusing on cloud technology and IT services can drive operational efficiency and long-term growth for wealth management firms.
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Kyle Fleming – October, 24, 2024
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The Superior Experience | Customization, Automation, and Scale
Beaumont Financial Partners enhanced its growth strategy by adopting Black Diamond for customizable client reporting and efficient data management.
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Joellie Mancebo – October, 22, 2024
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Scaling Your Wealth Management Firm
The power of personalized support and cutting-edge tools.
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Brooke Kennard & Julie Edwards – October, 17, 2024
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Hitting All the Right Notes | A Recap of Deliver 2024
We just wrapped up another fantastic session of SS&C Deliver, and it is safe to say this has been one of the best yet!
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Karen Sears – October, 9, 2024
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Transitioning to Independence with Advent Insurance Marketplace
With AIM’s technology, BlueStem successfully transitioned over 100 annuity contracts from their previous broker-dealer, describing the process as “very enlightening and very efficient.”
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Blakely Rowe – October, 1, 2024
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Staying Ahead in Wealth Management | The Critical Role of Tech in Serving UHNW Clients
In the fast-paced world of wealth management, providing holistic financial advice is no longer optional—it’s essential.
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Brian Justice – September, 19, 2024
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Jazzing Up Wealth Management
Deliver 2024 Brings Innovation to the Big Easy
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Karen Sears – August, 8, 2024
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Future-Proofing Financial Advice
This whitepaper explores the secrets to winning over tech-savvy heirs.
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James McClenahen – July, 26, 2024
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Beyond the Inbox | How Technology Can Ease the Burden of Digital Message Monitoring in Wealth Management
Managing digital messages is vital for compliance. SS&C's Black Diamond DMS integrates custodial data, simplifying regulatory requirements.
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Ken Hall – June, 13, 2024
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Solving the Retirement Puzzle: Are Annuities the Missing Piece?
For advisors, helping clients understand the annuities puzzle and explaining how changes to these investment products are making them more attractive for those ready to retire is critical.
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Justin Wayne – June, 4, 2024
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Staying Ahead in Wealth Management Part II | Key Takeaways from the SS&C Advisory Executive Forum
Recently, SS&C leaders hosted a gathering of some of the country’s largest and fastest-growing wealth management firms for its annual Advisory Executive Forum.
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Karen Sears – April, 18, 2024
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Staying Ahead in Wealth Management | Key Takeaways from the SS&C Advisory Executive Forum
Recently, SS&C leaders hosted a gathering of some of the country’s largest and fastest-growing wealth management firms for its annual Advisory Executive Forum.
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Karen Sears – April, 4, 2024
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Navigating the Legal Landscape | Insights from the 10th Annual Oil and Gas Disputes Seminar
The seminar's agenda covered a spectrum of crucial topics, ranging from precedent-setting cases in state and federal courts over the preceding 18 months to nuanced guidance on the interpretation of deed and lease clauses.
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Taylor Franklin, J.D. – February, 22, 2024
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From Dragons to Digital | SS&C Black Diamond's Visionary Approach to Wealth Management
We are excited about this upcoming year, especially as we look at our wealth management business, where the SS&C Black Diamond Wealth Platform sits at the heart of our wealth management offerings.
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Brian Justice – February, 8, 2024
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The Year in Blogs | Unpacking the Best of 2023's Must-Reads
See what piqued your peers’ curiosity this past year and, as the saying goes, join the conversation.
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Karen Sears – December, 26, 2023
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Integrating Technology to Incorporate Holistic Financial Advice
The key lies in leveraging the right combination of products, services, and technology to scale a holistic financial advice business.
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Patrick Michaud – December, 14, 2023
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A Simpler Solution for CRM | And A Truly Unified Experience for Advisors
Recognizing an emerging need in the market and seizing the opportunity to provide a comprehensive solution, SS&C introduced the Black Diamond CRM module.
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Justin Wayne – November, 16, 2023
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Women and Wealth: How Advisors Can Address a $30 Trillion Opportunity
As women start overseeing more assets, they want better financial advice.
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Jen Becher – November, 2, 2023
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Adapting to Change | The Future of Financial Advice
Successful advisors harness technology to bring personalization to a broader scale while fortifying the foundation of trust.
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Patrick Michaud – October, 5, 2023
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The Digital Oversight Dilemma
Ensuring Compliance with Communication Regulations in Wealth Management.
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Martin Orbach – September, 21, 2023
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SS&C Deliver 2023 | Featured Sessions for Financial Advisors
From insightful discussions to informative breakout sessions and hands-on labs, SS&C Deliver promises to be an experience like no other.
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Karen Sears – September, 7, 2023
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Digitizing the Client Experience: One Workflow at a Time
To ensure their businesses are sustainable, financial advisors are rethinking their service models, how they communicate with clients, and how they attract and retain them.
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Kyle Fleming – August, 3, 2023
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Capping a Banner Year for Awards, Datos Insights Names Black Diamond “Best-in-Class”
We are thrilled that the financial technology research firm Datos Insights named SS&C’s Black Diamond® Wealth Platform “Best-in-Class”.
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Brian Justice – July, 27, 2023
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Taking the Leap: Must-Have Services for Advisors Starting Their RIA
Starting your own RIA firm requires careful planning, preparation, and the right tools to support your business.
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Justin Wayne – June, 22, 2023
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Direct Indexing: Hidden Advantages for Financial Advisors
With direct indexing set to grow at a 12% annualized rate, advisors can use these investments to assist clients with taxes, but tech advances offer other significant advantages.
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Laton Spahr – June, 1, 2023
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The Black Diamond Wealth Platform and Decker Wealth Management: Mathematically Informed Decisions
Black Diamond provides instant feedback on our portfolios as to what is working, what needs addressing, and ways to be more efficient in managing our client portfolios.
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Karen Sears – May, 18, 2023
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The Rise of Direct Indexing: Personalizing Portfolios at Scale
How can advisors decommodify investing and reinvent their investment management services to deliver personalization at scale?
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Alex Hagmeyer – May, 4, 2023
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SS&C Rendezvous: Personalizing a Model Portfolio Practice
Implement customization and consistency at scale.
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Alex Hagmeyer – April, 20, 2023
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Growth Story: The 2023 SS&C Advisory Executive Forum
Correct Capital selected the SS&C Black Diamond Wealth Platform as the backbone of their tech stack.
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Karen Sears – March, 23, 2023
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Advent Insurance Marketplace to the Rescue
Correct Capital selected the SS&C Black Diamond Wealth Platform as the backbone of their tech stack.
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Patrick Michaud – February, 23, 2023
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The Black Diamond Wealth Platform and the Del Monte Group: Creating Possibilities
Today, The Del Monte Group incorporates all aspects of Black Diamond, including leveraging the platform’s graphical, intuitive visuals.
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Karen Sears – January, 26, 2023
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WealthStack Study: Advisors Who View Technology as a Driver of Growth Get Better ROI
What are wealth managers’ top business objectives going into 2023? And how do those objectives shape their technology decisions and investments?
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Brian Justice – January, 12, 2023
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A Stroll Down Memory Lane: The Most-Read Advisory Blogs of 2022
The most-read blogs, authored by both business and product leaders, provide a good gauge of the issues on advisors’ minds this past year.
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Karen Sears – December, 15, 2022
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How Advisors Can Leverage Technology to Control Costs and Reduce Inflation Long-term
Financial advisors need to spend more on tech to help reduce costs and streamline their firms during trying times.
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Brian Justice – December, 1, 2022
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Data: The Great ESG Equalizer
Investors have been discussing how to incorporate ESG into their investment process while simultaneously helping shape the evolving landscape.
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Tim Duffy & Kyle Fleming – October, 13, 2022
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Future-Proof Your Business By Turning Heirs Into Clients
Innovative technology ensures that firms have a flexible, sustainable business that can support current client relationships and provide an outstanding digital experience for next-generation client aspirations.
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Patrick Michaud – September, 29, 2022
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SS&C’s Black Diamond Link: Combining the Best of Both Worlds
The BD Link ecosystem includes the best of multiple solutions.
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Courtney Doll – September, 27, 2022
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Lack of Integration is a Pain Point for Advisors. We Have the Antidote.
57% of advisors surveyed cite the lack of integration between their core applications as their biggest pain point with technology.
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Justin Wayne – September, 15, 2022
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Delivering the Future: Thought Leadership for Financial Advisors
SS&C Deliver is right around the corner. We have a superb lineup of informational sessions and special events so advisors can learn, collaborate and grow.
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Karen Sears – September, 1, 2022
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Why We Come to Work
At SS&C, we often reflect on what motivates our team to do their best at work each day.
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Kyle Fleming – August, 4, 2022
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Klaas Financial – Bringing Investment Operations Back In-house with the Black Diamond Wealth Platform
Learn more about how Black Diamond helps Klaas Financial bringing investment operations back in-house.
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Virginia Charleston – July, 21, 2022
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Will Rising Interest Rates Stall the RIA M&A Tsunami?
Rising interest rates may put a significant damper on the economics for both buyers and sellers as the cost of capital increases.
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Kyle Fleming – July, 14, 2022
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Are You Prepared for the SEC’s New Marketing Rule?
For the first time in more than 40 years, the SEC has updated its marketing rule to allow RIAs to use testimonials, endorsements, and third-party reviews in their marketing.
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Brian Justice – June, 23, 2022
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Guiding Clients Through the Great Resignation
Throughout 2021, nearly four million people in the United States quit their jobs each month, the highest average on record.
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Brian Justice – June, 9, 2022
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Insurance Products Can Open a New Avenue of Growth
The fee-based advisory marketplace has become increasingly competitive. As a result, new challenges confront advisors seemingly every week. So, how do you continue to grow in this environment?
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Justin Wayne – May, 26, 2022
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WealthTech Trends for 2022 and Beyond
Many wealth management firms are now spending more on technology than most other areas of their businesses, making tech the most important aspect of managing and growing a wealth management firm.
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Kyle Fleming – May, 12, 2022
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Embracing RegTech to Support FINRA and SEC Compliance and Oversight
There are now more RegTech options than ever before, creating opportunities for advisory firms to elevate and enhance how they are managing the changing regulatory requirements.
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Brian Justice – April, 28, 2022
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The SS&C Black Diamond 2022 Executive Forum
In a very positive sign for in-person industry events, the recently held 2022 SS&C Black Diamond Executive Forum was a well-attended gathering. Over 60 executives from 40 firms representing $390 billion in AUM came together in Atlantic Beach, FL, for two days of technology presentations, industry trend discussions, and networking.
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Patrick Michaud – March, 24, 2022
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Top Three Ways Advisors Are Using Insurance to Elevate the Client Experience
At SS&C, we empower advisors to deliver a better client experience and help their clients succeed. One of the exciting new ways we are doing this is through the award-winning Advent Insurance Marketplace Powered By DPL.
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Justin Wayne – February, 24, 2022
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The Looming Talent Shortage and How to Prepare
As the industry moves forward, advisory firm owners are now finding that attracting and retaining the best and brightest has emerged as a top management issue.
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Steve Leivent – February, 10, 2022
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The Wealth Transfer Opportunity
Are you ready for the estimated $70 trillion transfer from baby boomers? Around 20,000 baby boomers are retiring each day, and this staggering number is the latest estimate of the assets that will be handed down through inheritance to their heirs over the next 20 years.
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Brian Justice – January, 27, 2022
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Driving Business and Client Services with a Core Technology Platform
The past six to 12 months brought significant changes to the wealth-management industry as the effects of the pandemic linger.
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Brian Justice – December, 9, 2021
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Understanding CFA Institute’s New ESG Disclosure Standard for Investment Products
With all of the insights on ESG topics in the investment industry today, there are still many questions unaddressed.
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Holly Washington & Crista DesRochers – November, 4, 2021
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Exceed Client Expectations with Trust and Technology
Advances in technology have been a great boon to today’s modern trust experience.
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Steve Leivent – October, 21, 2021
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Scalability for Multi-Family Offices
Forbes Family Trust (FFT) is a multi-family office that provides thoughtful investment management and family office services to preserve and grow wealth, while making life easier for their HNW clients.
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Patrick Michaud – August, 19, 2021
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Organic vs. Inorganic Growth: Can You Have the Best of Both?
As the wealth management industry continues to set record volumes of M&A deals, many advisors are asking themselves, “Should I get in on the action?”
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Steve Leivent – July, 22, 2021
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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.
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Brian Justice – June, 10, 2021
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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.
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Steve Leivent – May, 20, 2021
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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.
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Brian Justice – May, 6, 2021
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Adding Value in a World of Free
The new paradigm for financial advisors.
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Steve Leivent – March, 3, 2021
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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.
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Karen Sears – February, 3, 2021
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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.
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Timothy Welsh – January, 21, 2021
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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.
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Brian Justice – January, 7, 2021
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Unseating Conventional Wisdom
Is wealth management destined to become a consolidated industry?
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Brian Justice – December, 3, 2020
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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.
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David Lau – November, 23, 2020
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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.
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Brian Justice – November, 17, 2020
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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.
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Bjorn Widerstedt – September, 24, 2020
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Cloud-Based From the Beginning
Archvest Wealth Advisors' modern, tech-forward approach to differentiate themselves among prospective clients and advisors.
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Timothy Welsh – September, 16, 2020
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The Next Evolution of Wealthtech Integrations
Financial advisor technology has come a long way since the early days of portfolio accounting software.
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Justin Wayne – August, 6, 2020
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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.
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Timothy Welsh – June, 24, 2020
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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.
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Steve Leivent – June, 2, 2020
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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.
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Shahyan Aly – May, 20, 2020
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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?
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Steve Leivent – May, 5, 2020
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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.
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John Milne – April, 22, 2020
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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.
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Brian Justice – April, 8, 2020
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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.
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Timothy Welsh – April, 1, 2020
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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.
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Ryan Alexis – March, 24, 2020
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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.
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Justin Wayne – March, 3, 2020
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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.
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Timothy Welsh – February, 7, 2020
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Five Trends for RIAs to Watch in 2020
Two things you can always count on in January: resolutions and predictions.
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Steve Leivent – January, 22, 2020
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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.
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Brian Justice – January, 7, 2020
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
