Blog Archives

The best practices of the best advisors – InvestmentNews workshop

The seeds of destruction are sown in good times – and these are very good times,” declared Mark Tibergien, CEO of Pershing Advisor Services in his keynote session at the recently held Investment News Best Practices Workshop. Nearly 100 advisors

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Posted in Practice management

Not all reconciliation is created equal

Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well.

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Posted in Technology, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

Portfolio Solutions – Service excellence backed by technology

Portfolio Solutions® is next in our series of profiles of Black Diamond® wealth platform clients who are building dynamic, growth-oriented businesses. Portfolio Solutions®, located near Detroit, Michigan, is rounding out its second decade in business on an upswing. Founded in

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

World-class technology holds the key to Saudi Arabia’s successful transformation

As we discussed in our previous blog posts (“The transformation of Saudi Arabia” and “IPOs, PIF and PPPs: It All Spells Opportunities for Financial Institutions”), the Saudi government is responding to its over-reliance on hydrocarbons and what has been a

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Posted in EMEA, Global, Technology, Traditional and Alternative Asset Management

More radical restructurings key to banks’ future profitability

“The first cut is the deepest,” according to the Cat Stevens song. But not, it seems, when it comes to the world’s banks. After years of reviews, reorganizations and refocusing—during which banks have revamped business models and taken a scythe

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Posted in Asset Managers, Traditional and Alternative Asset Management

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