Blog Archives

Wealth Management Today: Client relationships take center stage

The wealth management industry in North America is undergoing a significant transformation. New options such as robo-advisors, increased scrutiny of fees, and evolving compliance requirements are among the many drivers of this change. Financial advisors and their firms need to

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Posted in Wealth Management and Financial Planning

To financial advisors: Get started with social media

In our last blog post, we highlighted the important reasons why advisors need to get going and get visible on social media channels. Most importantly, to ensure that the lifeblood of future growth – referrals – are coming in.

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Posted in Advisors, Social Media, Technology, Uncategorized, Wealth Management and Financial Planning

The future of financial advisor technology

One of the most critical issues to the competitive success of financial advisors is improving technology systems to serve more clients and manage digital information. Most advisors believe technology will have a profound effect on the way firms do business

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

Tech trends for financial advisors: A conversation with Joel Bruckenstein

In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent sat down with Joel Bruckenstein, Producer of the esteemedT3 Advisor Conference, to talk about key opportunities and challenges with technology for financial advisors. The conversation stemmed from this

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

The Power of Black Diamond and Riskalyze Unveiled

  Over the weekend, our developers released a new native integration (Version 2.0) between Riskalyze and Black Diamond. We’ve been working with Riskalyze since last fall when we announced our partnership and an initial data-sharing integration. Since then, we set

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

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