Black Diamond Wealth Platform

#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.

Podcast
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.

Podcast
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.