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Nov 21, 2019

Fundraising in Europe; a guide for US fund managers

The numbers suggest that the European asset management landscape is in good health. For managers looking for new sources of capital or diversification of their investor base, Europe is a very compelling region.

Sep 25, 2019

SS&C Deliver 2019 wraps up with an eye to the future

The theme of our annual client conference this year was “Delivering the Future.” So what exactly is SS&C doing to make good on that promise? After two days of learning labs, product demos, peer-to-peer roundtables and industry trend discussions, President and COO Rahul Kanwar rallied five business unit leaders on the main stage to address that very question in front of a packed house.

Jul 30, 2019

Don't miss these wealth management sessions at SS&C Deliver 2019

SS&C Deliver 2019 is less than two months away! Book your flight now, because we hope you join us September 17-19 at Gaylord Resort in Orlando, Florida.

Oct 22, 2018

Post SS&C Deliver highlights and momentum

A full month past our annual client conference is a good time to reflect on the influence this event has had across our firm, clients, consultants, partners and other industry influencers and, equally important, how we plan to sustain the momentum going forward.

Oct 18, 2018

The future on display at SS&C Deliver

The technologists and business analysts from Black Diamond who work with over 1,300 top industry firms have been reading the tea leaves to provide a vision for what the advisory practice of tomorrow needs to look like. The good news is that much of the technology needed is available today.

Oct 12, 2018

Information security: learning from the past, preparing for the future

Security breaches are an unfortunate reality that companies face today.  How to keep both your own and your clients’ information secure is top of mind for executives.  A panel at this year’s SS&C Deliver 2018 conference addressed these concerns and gave insight into what to consider when thinking of information security.

Oct 8, 2018

SEC Advertising Rule overhaul is overdue

Does your firm or any of its associates have a LinkedIn or Facebook page? Have you ever received a “like” or an endorsement from anyone in your network? If so, you could be running afoul of the SEC Advertising Rule.

Sep 26, 2018

Cyclical lifestyles and the future of advice

Held in early September at the fabulous Wynn resort in Las Vegas, SS&C Deliver this year was definitely future-forward, a theme captured in breakout sessions, keynote addresses and more.  This was especially true in the advisor-focused sessions.

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