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Building the Black Diamond community one hack at a time

“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” said Dave Welling Co-General Manager and head of Advisory, SS&C Advent.

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Posted in Black Diamond Performance Reporting, Technology, 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

It starts and ends with trust

In my role overseeing the Black Diamond Wealth Platform, I think a lot about how we can best help advisors succeed. We strongly believe that if we listen and take time to understand challenges and opportunities, then push ourselves to

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

The final mile of advisor technology

As advisor technology continues to grow and evolve with the latest technologies and innovation, advisors face a constant game of catch up. What was cutting-edge only a few years ago is now often a dated application that doesn’t integrate with

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

The Enduring Advisory Firm

  At the recently held Pershing Elite Advisor Summit, a seminal panel discussion was held featuring practice management expert and Pershing Advisor Solutions CEO Mark Tibergien along with Kim Dellarocca, Managing Director for Pershing.

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Posted in Advisors, Asset Managers, Family Offices, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

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