Blog Archives

Value investors value Black Diamond

Continuing our series of profiling successful advisors, we had the unique pleasure to sit down with Jordan Smyth, Managing Director of Edgemoor Investment Advisors. Edgemoor, based in Bethesda, MD, is a wealth management firm providing investment management and financial planning

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Posted in Practice management

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

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

What makes BD3 such an innovative solution for financial advisors?

At SS&C Advent, we take a long look at the needs of the modern advisor because we continually ask ourselves one question: What problems are advisors facing and how can we help?

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Posted in 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

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