Event Recap: 2017 TD Ameritrade Institutional LINC Conference

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RIAs of all sizes and countless types of service providers gathered recently for the TD Ameritrade Institutional LINC conference for discussions ranging far and wide with optimism for the advisor industry abounding.  Read more ›

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Posted in Advisors, Asset Managers, Technology, Uncategorized, Wealth Management and Financial Planning

SS&C Advent Clients Get Easy Button for UMAs: Announcing the HedgeCoVest and SS&C Integration

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For advisors looking to broaden their investment approach to better serve high net worth investors, SS&C announced today an exclusive partnership with HedgeCoVest, LLC, an award-winning, real-time investment platform revolutionizing the managed accounts industry. Advisors working with Axys, APX, and Black Diamond will now have access to a tight integration with HedgeCoVest’s SMArt Xchange (SMArtX) service. The integration will allow for seamless, sleeve-level reporting and portfolio accounting of all SMArtX accounts through advisor-focused SS&C technology solutions.

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Posted in Technology, Wealth Management and Financial Planning

Black Diamond: 2016 in Review and Looking Ahead in 2017

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One-twelfth of 2017 is already behind us and as we sail headlong into the New Year I thought I would share some perspective on Black Diamond’s progress and, more importantly, where we are headed.

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Posted in Technology, Wealth Management

What’s in Your Digital Strategy?

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Back in 2008, the first robo advisors entered the scene to little fanfare amidst a financial crisis and a deep bear market. At first, many industry experts scoffed at their ability to make any headway into wealth management, based on the novelty of thinking that investors would ever delegate the management of their investments to a website.
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Posted in Advisors, Asset Managers, Technology, Wealth Management

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