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May 27, 2021

How to maintain and deepen relationships with research & due diligence teams

Over the past several years, important buy and sell decisions have increasingly been centralized within research/due diligence teams at every major distributor. During this time, the reach and influence of these teams have grown dramatically due to advisors’ increasing reliance on recommended lists and models for investment selection and monitoring, as well as continued platform rationalization and fee compression triggering a trend toward fewer available fund families and funds.

Jan 28, 2021

Survey Shows Readiness for New Technology in Insurance Investment Analytics, Accounting and Operations

The insurance industry has seen a lot of changes in the wake of the COVID-19 pandemic, and some of those changes may become permanent. Traditional investments have experienced a prolonged decline in returns, driving insurers to diversify their portfolios into alternative assets, which has increased both risk and complexity. SS&C recently conducted a survey to assess the state of investment operations among leading North American insurers to determine their plans and ability to adapt to new challenges.

Oct 6, 2020

Top tips for effective remote meetings

During the past six months, remote selling has become a fact of life in the asset management industry. This shift, while necessary, has been an unwelcome one for many firms, with a significant number of distribution leaders champing at the bit to get their salespeople back on the road. According to a recent SS&C survey, nearly 9 in 10 asset managers said that, if given the choice between their salespeople having only in-person meetings or only remote meetings, they would choose in-person meetings.

Jul 30, 2020

Building resilience through disruption

Disruption across the asset and wealth management industry has forced industry players to navigate enormous upheavals over the last several years. Despite this disruption, many firms have been slow to adapt—or at least adapt quickly—until the COVID-19 pandemic forced firms to radically change how they function at the most basic levels. 

Jul 27, 2020

Channels don’t tell you enough about advisor business models

Asset managers that assume every advisor in a distribution channel (e.g., “Wirehouse” or “RIA”) is the same are missing opportunities to better connect with their customers.  Enhanced data and segmentation can help segment advisors for better coverage, more meaningful engagements and an improved customer experience. In our advisor surveys, conducted in association with Horsesmouth, we ask advisors across the wealth management landscape about their portfolios, their experience with asset managers’ product offerings and wholesaling teams, and other topics relevant to trends in distribution. In our most recent survey, we asked advisors “Please select what best describes your operational model/practice affiliation” and compared their answers to the ones they gave when asked “What type of firm do you work for” and found several variations.

Jun 19, 2020

The COVID-19 pandemic: How it’s impacting asset management sales teams

The COVID-19 pandemic has had a dramatic impact on the day-to-day activities of asset management salespeople. While the shift to virtual-only advisor meetings is the most obvious change, sales leaders have also had to figure out how to manage remote teams effectively and how to keep morale and engagement high amidst challenging times.

Nov 6, 2018

Tamale users share ideas and preview product updates

Research today is disseminated by so many sources that it can be challenging to zero in on what’s most important, which is why many firms turn to research management technology to help. SS&C Advent’s Tamale RMS® addresses these challenges with purpose-built software to help investment firms organize their research and apply it most effectively in their decision-making processes.

Oct 11, 2018

What is the future of distribution for asset management organizations?

What is the future of distribution for asset management organizations? We posed this question to attendees of our 2018 Distribution Summit in New York. 


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