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Financial planning as a point of differentiation

With the rise of passive investing and algorithm-based advice, investment management is slowly becoming commoditized. As a result, we are seeing more firms place a larger emphasis on wealth management to serve the complex planning needs of HNW clients. Many

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Posted in Uncategorized, Wealth Management and Financial Planning

The future of financial advisor technology

One of the most critical issues to the competitive success of financial advisors is improving technology systems to serve more clients and manage digital information. Most advisors believe technology will have a profound effect on the way firms do business

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

Are clients listening when you talk about risk?

Advisors play many roles with their clients: coach, teacher, collaborator, and even therapist.  That’s because advisors have a vital role in guiding their clients through the many areas of their holistic financial life.  This can be quite difficult based on

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

The Power of Black Diamond and Riskalyze Unveiled

  Over the weekend, our developers released a new native integration (Version 2.0) between Riskalyze and Black Diamond. We’ve been working with Riskalyze since last fall when we announced our partnership and an initial data-sharing integration. Since then, we set

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

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