Blog Archives

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

More than a portal: An experience

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—

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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

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Posted in Technology, Uncategorized

SS&C Deliver 2017 Announcement Roundup

Back from our annual conference, SS&C Deliver, we’re excited and energized after seeing our clients, engaging in sessions and panels, and enjoying the ‘Windy City’.   We shared several big announcements during our time in Chicago. Read on in case you

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Posted in Advent News, Product News, SS&C Deliver, Technology, Uncategorized

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

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If you have questions or would like to submit a topic you would like for us to consider covering, email us at social@advent.com.