Wealth Management Perspectives

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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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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?

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Brian Justice – January, 27, 2022

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    Expanding the Family Office Model through the Advent Insurance Marketplace Powered by DPL

    Arrowroot Family Office was designed to provide the family office approach to holistic wealth management—regardless of the size of a client’s net worth.

    Blog Post
    Karen Sears – January, 13, 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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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?”

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Brian Justice – May, 6, 2021

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    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

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    Adding Value in a World of Free

    The new paradigm for financial advisors.

    Blog Post
    Steve Leivent – March, 3, 2021

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    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

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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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Brian Justice – January, 7, 2021

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    Unseating Conventional Wisdom

    Is wealth management destined to become a consolidated industry?

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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.