Blog Archives

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

Black Diamond momentum key to SS&C Advent’s next chapter

As I take on a broader role at SS&C Advent and look more deeply at the solutions our Advisory clients use and enjoy, I recognize the gem we have in the Black Diamond wealth platform. We will continue to direct

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Posted in Black Diamond Performance Reporting, 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 final mile of advisor technology

As advisor technology continues to grow and evolve with the latest technologies and innovation, advisors face a constant game of catch up. What was cutting-edge only a few years ago is now often a dated application that doesn’t integrate with

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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

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