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Apr 9, 2021

The changing face of advice: how financial advisors are evolving

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.

Apr 14, 2020

Small process changes in the wake of COVID-19 make positive impacts for SS&C brokerage solutions clients

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.

Oct 8, 2019

Age matters: 4 things millennial financial advisors expect from asset managers

Age is emerging as a significant factor in how the next generation of financial advisors and investors interacts with asset managers.

Mar 28, 2019

Black Diamond and Salentica: Technology that helps advisors gain client confidence wins industry recognition

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.

Mar 21, 2019

The 6th annual Black Diamond Wealth Platform executive forum

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.

Mar 1, 2019

Black Diamond Wealth Platform helps PortfolioCenter clients make the switch

The Black Diamond Wealth Platform has successfully implemented more than 400 firms previously using PortfolioCenter. 

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. 

Feb 7, 2019

Advisor technology innovation on display at T3

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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