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The Future of Advisor Tech

In a unique opportunity, 14 of the industry’s leading technology executives recently gathered for a roundtable discussion focused on what the advisor of the future would look like in the year 2020.

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Posted in Advisors, Asset Managers, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

SS&C Deliver Solution Update: Taking Integrations to the Next Level

Just prior to SS&C Deliver in San Diego, SS&C announced that it had entered into integration agreements between the Black Diamond wealth platform and two other mission-critical applications for advisors: Advizr, an industry-leading digital financial planning platform, and Riskalyze, a

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Posted in Advent News, Advisors, Asset Managers, Black Diamond Performance Reporting, Risk, Wealth Management and Financial Planning

SS&C Deliver Panel: Enhancing the Advisor-Client Dialogue with Black Diamond

The advisory business is a relationship business. Winning, keeping and growing client relationships are critical success factors. But more than simply keeping clients, keeping them engaged is what truly strengthens client relationships. And in an age of information overload, with

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Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management, Wealth Management and Financial Planning

A Succession Planning How To – One Advisor’s Journey

Despite high profile media attention given to the lack of advisor succession planning, there still remains a large gap in the preparedness of advisors, which is leading to challenges for the long-term health and sustainability of the industry.

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

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