Podcast

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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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