SS&C Deliver 2019 is coming to Orlando, Florida September 17-19 at the Gaylord Palms resort!
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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.
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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.
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The Black Diamond Wealth Platform has successfully implemented more than 400 firms previously using PortfolioCenter.
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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.
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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.
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While 2018 saw a slight downturn in wealth management merger and acquisition activity, the market was still quite robust.
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If there was one technology theme that sums up 2018, it was most certainly the client experience.
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