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Dec 11, 2018

5 areas to mark off your 2018 financial review checklist

The end of the year is a great time to take a step back and do a financial review, especially if your investment mix, risk tolerance, or time horizon has changed recently. When meeting with your financial advisor, consider whether these areas of your life are on track.

Nov 16, 2018

Essential strategies for weathering stock market volatility

The market's varied performance is a continual reminder of its cyclical nature and the need to employ time-tested investment strategies. Here are three strategies that can be used to help you reduce the amount of volatility in your portfolio.

Oct 24, 2018

Volley’s AI knowledge engine to power SS&C Learning Institute’s industry-leading financial markets offering

We are pleased to share that renowned artificial intelligence firm Volley (, backed by JPMorgan Chase and both former CTOs of Goldman Sachs, has been selected to power the SS&C Learning Institute’s next generation of education and training offerings.

Aug 13, 2018

Can you afford early retirement?

Early retirement is a phrase many Americans wish they could turn into a reality. While retiring in your 50s or early 60s sounds enticing, it typically requires years of planning to make sure you've accumulated enough retirement assets to last for 20 or 30 years, or more.

Jul 12, 2018

You may have Siri and Alexa, but do you have Amee?

AMEE enables businesses to gain neurological insight into content effectiveness, read on to learn how. 

May 10, 2018

How big data and AI are reshaping the financial advisor business model

From relying on GPS maps when driving to personalized recommendations on Netflix to the introduction of robo-advisors, big data and AI are now ingrained and affecting our daily lives. As these relate to the wealth management industry today, big data and AI have three major points of influence:

Apr 12, 2018

LX 2018 Conference session videos and highlights

Last week the SS&C Learning Institute hosted the first LX 2018 event at the Plaza Hotel in New York City. Watch session replays and read highlights from the event. 

Mar 26, 2018

The Learner Experience: Latest trends in artificial intelligence, neuroscience and culture development

With rapidly evolving technology and new approaches to learning and development, how do we as learning professionals integrate these new concepts to foster an impactful offering for our learners?