On December 4th, in a ceremony at the Marriott Marquis in New York, SS&C Advent took the honors for “Best Collaboration Initiative” in the American Financial Technology Awards. The award recognizes the culmination of an ambitious joint effort between SS&C Advent and long-time client Maitland, a global fund administrator, to develop an end-to-end solution for administering complex hybrid alternative investment structures. Read more ›
Thousands of industry professionals from all facets of the financial advisor industry descended on Chicago’s McCormick Place last week for an action-packed, highly produced Schwab IMPACT 2017, the 26th annual conference. The conference continues to grow in proportion to Schwab’s scale in the RIA space. Read more ›
Behavioral Sciences, as applied to humans, focus on the systematic analysis of the psychology of judgement and decision-making. Behavioral Economics, as applied to “the economic man” or ‘Econs’ examine how investors may diverge from being consistently rational and self-interestedagents, in an attempt to derive the greatest value possible from the least amount of money. Read more ›
According to a Financial Planning survey, the highest-income advisors tend to serve fewer – not more – clients. By having fewer clients, advisors can spend more time with each client to focus on deepening the relationship which creates loyalty and generally increases walletshare. An integrated, client-centered approach is the best way to manage and develop your business. Leading financial advisors manage to this principle with a holistic, efficient technology solution that delivers efficiencies and streamlines operations. Read more ›
It has long been the bane of buy-side firms — how to understand, manage and accurately account for all the costs associated with their margin, stock borrowing and financing agreements. Fund managers that are able to better control these costs though will see a significant boost to their bottom line.
So any fund administrator that can take on the task and help minimize their clients’ agreement expenses will be delivering a truly value-adding service. And, especially given the performance and fee pressures funds currently face, that is an excellent way for your fund administration offering to stick out from the crowd! Read more ›