Podcast

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    #23: Bracing for T+1 | Navigating the Operational Challenges

    Are you prepared for the T+1 deadline on May 28, 2024? Listen to this episode to learn how T+1 is impacting our clients. The discussion covers everything from automation and operations to timestamps and third-party reliance.

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    Hosted By: Jasmin Conner and Trent Berry

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    #22: The Caesars Palace Coup: A Billionaire Brawl Over the Famous Casino

    Tune in to hear the story of how a thirty-billion-dollar buyout of Caesars Entertainment turned into unprecedented bankruptcy of the gaming empire.

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    Hosted By: Jasmin Conner and Trent Berry

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    #21: Finding Balance - Compliance in the Wealth Management Industry

    Please tune in to our latest podcast episode, where experts discuss the essentiality of regulatory compliance in the ever-changing financial landscape. Gain valuable insights into electronic communication surveillance, active versus passive compliance strategies, and effective risk management tools for financial advisors.

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    Hosted By: Jasmin Conner and Trent Berry

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    #20: Uncovering Growth Opportunities in Investment Management

    Join a thought-provoking conversation on the future of investment management. The discussion covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.

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    Hosted By: Jasmin Conner and Trent Berry

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    #19: Innovations and Strategies Shaping our Investment Community

    Tune in for an insightful episode where we discuss the latest trends and developments in the investment management space with SS&C Advent’s SVPs and Co-General Managers, Karen Geiger and Steve Leivent.

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    Hosted By: Jasmin Conner and Trent Berry

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    #18: Time to End the Paper Chase | Investing in Loans

    Join Aani Nerlekar and Steve Sulecki as they chat with our Tech It Up hosts about SS&C Loan Data. Learn how SS&C Advent is shaking up the world of private credit.

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    Hosted By: Jasmin Conner and Trent Berry

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    #17: Future Proofing Your Business | October Geneva Release

    Join Brant Snyder and Niamh Kerrigan as they chat with our hosts about the October Geneva release in this special episode. Learn how SS&C Advent is elevating the user-experience and leveraging new technology to streamline workflows, eliminate manual steps, and deliver an efficient experience.

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    Hosted By: Jasmin Conner and Trent Berry

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    #16: The Search for Scalable Growth in a Complex Market

    Institutional Investor's Custom Research Lab surveyed 150 investment management professionals to understand their most pressing challenges and their likely approaches to addressing them. Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.

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    Hosted By: Jasmin Conner and Trent Berry

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    #15: Navigating SEC Regulations, Compliance, and Trends in Investment Management

    During the episode, Karen provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody Rule, and more, as well as her thoughts on current trends in the industry.

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    Hosted By: Jasmin Conner and Trent Berry

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    #14: SEC Marketing Rules: Insights from an SEC Exam Expert

    Join hosts, Trent Berry, and Jasmine Conner for an in-depth conversation with real-world applications.

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    Hosted By: Jasmin Conner and Trent Berry

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    #13: Insights on Providing Holistic Financial Advice in Wealth Management

    Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.

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    Hosted By: Jasmin Conner and Trent Berry

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    #12: The New Era of Product Development

    Just as technology solutions must evolve to meet investment managers’ changing needs, so must their developers.

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    Hosted By: Jasmin Conner and Trent Berry

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    #11: Powered by Purpose: Full Speed Ahead

    Purpose-driven growth and innovation are the backbones of SS&C Advent.

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    Hosted By: Jasmin Conner and Trent Berry

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    #10: Challenges, Performance, and Opportunity: The Evolving Story of ESG Investing

    Don’t let the growing demand to bring ESG data into your customization strategies be a burden.

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    Hosted By: Jasmin Conner and Trent Berry

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    #9: Managed Services: Not One Size Fits All

    Outsourcing is no longer one size fits all. The right outsourcing partner is willing to adapt and work with your firm’s unique business needs.

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    Hosted By: Trent Berry

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    #8: The Expanding Wealth Tech Universe: No longer a tiny sliver in the technology universe

    On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.

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    Hosted By: Michelle Odom and Trent Berry

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    #7: Is Diversity and Inclusion Key to Attracting Talent and New Business?

    It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.

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    Hosted By: Sarah Johnson and Trent Berry

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    #6: Commission-Free Annuities - A Game Changer

    Gone are the days of investing in complex, expensive annuities with hefty commissions.

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    Hosted By: Sarah Johnson and Trent Berry

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    #5 Women in Fintech

    In the Fintech industry, it's estimated women represent only 30% of the workforce.

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    Hosted By: Sarah Johnson and Trent Berry

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    #4 Marketing to New Investors & Retaining the Old

    Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.

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    Hosted By: Sarah Johnson and Trent Berry

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    #3 U.S. Wealth Advisors ESG Investing: New Investors are Walking the Walk

    The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.

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    Hosted By: Sarah Johnson and Trent Berry

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    #2 G1 vs G2 Advisors Selling Strategies and Technology

    With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?

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    Hosted By: Sarah Johnson and Trent Berry

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    #1 Tech It Up: Introduction

    Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.

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    Hosted By: Sarah Johnson and Trent Berry

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