Blog Archives

Cyber defense: stop, look and think before you click

Profit is the main motivator behind cybercrime, and humans have become the number one target. How can you avoid being the victim of a cyberattack? Find out this year at SS&C Deliver from Lisa McLaughlin, VP Corporate Security, SS&C,  and Bob

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Posted in Regulation, Compliance, and Security

Terrific lineup for institutional managers coming at SS&C Deliver 2017

We’re gearing up for SS&C Deliver 2017 taking place September 12-14 at the Hyatt Regency in Chicago and hope to see our institutional asset management clients there. Past attendees know that each year the conference proves to be bigger and

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Posted in Advent News

Compliance Readiness and SEC Priorities for 2017: Webinar

Twenty years ago, the SEC’s Office of Compliance Inspections and Examinations (OCIE) set a goal of examining every RIA firm every five years. But with the explosive growth of registered advisors, and constraints on the SEC’s resources, that goal has

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Posted in Advisors, Asset Managers, Compliance, Hedge Funds, Technology, Traditional and Alternative Asset Management, Uncategorized, Wealth Management and Financial Planning

Advisor Tech is Hot at T3

To get a handle on the state of affairs in the advisor technology industry, the annual Technology Tools for Today (T3) conference held last week at the Hyatt in Garden Grove, California, was the place to be.

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Posted in Advisors, Technology, Wealth Management and Financial Planning

DOL, Cybersecurity and Risk Analysis Get Top Billing at T3 Enterprise Conference

If you are looking for the top trends in wealth management technology today, then look no further than the annual Technology Tools for Today (T3) Enterprise conference.  Targeting executives at the largest RIAs and independent broker dealers, T3 Enterprise is

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Posted in Advisors, Asset Managers, Compliance, Regulation, Compliance, and Security, Technology, Wealth Management


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