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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 Post Conference Highlights for Advisors

At the recent SS&C Deliver annual conference in mid-September in Chicago, over 1,000 attendees, including approximately 150 advisors, convened for 2 ½ days. For advisory clients of SS&C Advent who were not able to attend, we share highlights from the

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Posted in Product News, SS&C Deliver

Advisors: Lots to look forward to at SS&C Deliver 2017

Where will Advisory clients of SS&C Advent be in mid-September? In Chicago! SS&C Deliver 2017 will be September 12-14 at Chicago’s Hyatt Regency. Each year the conference proves to be bigger and better, offering hands-on learning, industry insights, and networking.

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Posted in Advent News

Essex Financial – Free to grow

Next up in our series of profiles of advisory firms having success with the Black Diamond Wealth Platform is Essex Financial. Headquartered in Essex, CT and led by President and CEO, Charles “Chuck” Cumello, Essex Financial provides comprehensive wealth management

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Posted in Practice management

Johnson & White Wealth Management – Breakaways with a purpose

Continuing our series of profiling leading advisors who are having success with the Black Diamond Wealth Platform, we had the unique pleasure to recently sit down with the leadership team at Johnson & White Wealth Management (JWWM), based in York,

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Posted in Practice management

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