Tips to optimize your tech resources for business growth

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We’re pleased to announce our involvement with an upcoming ThinkAdvisor TechCenter webinar discussing how advisors can leverage technology to drive client relationships and firm growth. ThinkAdvisor’s TechCenter is an educational resource designed to keep advisors abreast of new tech innovations to gain a competitive edge. Read more ›

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Posted in Technology

The best practices of the best advisors – InvestmentNews workshop

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The seeds of destruction are sown in good times – and these are very good times,” declared Mark Tibergien, CEO of Pershing Advisor Services in his keynote session at the recently held Investment News Best Practices Workshop. Nearly 100 advisors from the best-managed firms as deemed by the Investment News research team gathered for a full day of sessions, networking and the chance to learn the best practices for business management of an RIA firm. Read more ›

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Posted in Practice management

What makes BD3 such an innovative solution for financial advisors?

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At SS&C Advent, we take a long look at the needs of the modern advisor because we continually ask ourselves one question: What problems are advisors facing and how can we help? Read more ›

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Posted in Wealth Management and Financial Planning

More than a portal: An experience

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Technology is continually advancing and the expectations of users— including investors— are moving forward at a rapid pace. Investors are comparing their financial technology to their social media and music streaming experiences and they expect you to understand— and predict— their needs through personalized and engaging experiences. Read more ›

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Posted in Technology, Uncategorized

Smoothing out returns for clients amid market volatility

Several academic studies have shown that people, on average, fear loss much more than they appreciate gain. Most investors want the magic formula: sizable returns with no risk. They want to grow wealth or live off the income generated from investments while also ensuring they mitigate loss. Is this possible? Of course not, but “absolute return” strategies focus in on this objective. These strategies have long been reserved for institutional investors, such as pension plans and university endowments. However, new technology from firms like SMArtX has “democratized” availability of these strategies for retail investors and their advisors. Read more ›

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Posted in Technology, Uncategorized


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