Search posts by category

Feb 20, 2019

Bubbles and busts: lessons from the crypto craze

The dramatic run-up -- and then down -- of Bitcoin and other cryptocurrencies offers an illustration of how dramatically bubbles can inflate -- and then pop. This article considers the cryptocurrency rise and fall, historical market bubbles, and ways to identify a bubble in the making. 

Jan 28, 2019

Pursuing portfolio diversification abroad

Investing internationally has grown rapidly in recent years as investors increasingly take advantage of the opportunities for diversification and domestic market hedging that can be gained from investing overseas.

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 (volley.com), 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:

RSS