The expectations and scope of financial advice have evolved considerably over the past 10 years. Meanwhile, growing wealth and slow growth in the number of financial advisors in the industry represent increasing opportunities for existing and new financial advisors to grow their practices. As a result, what advisors are looking for from their asset management partners continues to change.
|
Higher trade volumes. Late pricing. More customer calls.
It’s no secret that a substantial increase in late fund pricing in the wake of the COVID-19 pandemic has made transaction clearing and settlement more difficult for broker-dealers.
|
Age is emerging as a significant factor in how the next generation of financial advisors and investors interacts with asset managers.
|
Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients.
|
Every year, we like to bring together top clients for an executive discussion where we share the latest Black Diamond developments and gain valuable feedback from some of our power users.
|
The Black Diamond Wealth Platform has successfully implemented more than 400 firms previously using PortfolioCenter.
|
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.
|
Every year the advisor technology community gathers together to showcase the latest developments, enhancements and innovations designed to help advisors do a better job with clients at the Technology Tools for Today (T3) conference.
|