Blog Archives

Wealth Management in 2021: Are You Ready?

We’ve all heard the sci-fi movie trailers that begin with a somber baritone voice intoning, “Imagine a world…” Well, imagine this one: a world in which Amazon and Google become major players in the wealth management business. Leveraging their enormous

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Posted in Wealth Management and Financial Planning

To financial advisors: Get started with social media

In our last blog post, we highlighted the important reasons why advisors need to get going and get visible on social media channels. Most importantly, to ensure that the lifeblood of future growth – referrals – are coming in.

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Posted in Advisors, Social Media, Technology, Uncategorized, Wealth Management and Financial Planning

Five ways tech can help your firm manage through a volatile market

Is uncertainty back in the market? If the VIX is any indicator, the answer is yes. In one day last week, the VIX, a measure of implied volatility, spiked nearly 40%.  Whether volatility is here to stay or planning to

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Posted in Advisors, Technology, Trading, Wealth Management and Financial Planning

The Case for Social Advisors

The one thing we know to be true about success in wealth management is that success is grounded in relationships. Despite the hype around robo advisors and the big technology disruptions that ebb and flow, people with more complex portfolios

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Posted in Advisors, Social Media, Technology, Wealth Management and Financial Planning

Tech trends for financial advisors: A conversation with Joel Bruckenstein

In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent sat down with Joel Bruckenstein, Producer of the esteemedT3 Advisor Conference, to talk about key opportunities and challenges with technology for financial advisors. The conversation stemmed from this

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

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