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Schwab IMPACT: Bigger, better, bolder

Thousands of industry professionals from all facets of the financial advisor industry descended on Chicago’s McCormick Place last week for an action-packed, highly produced Schwab IMPACT 2017, the 26th annual conference. The conference continues to grow in proportion to Schwab’s

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Posted in Wealth Management and Financial Planning

Client Spotlight: Williams Jones Solves Technology Puzzle with SS&C Advent

Like many independent advisory firms, Williams Jones has grown in part by bringing on experienced portfolio managers with established books of client business. Some of those advisors, however, brought along the software they were accustomed to using in their prior

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Posted in Advent News, Advent Software, Asset Managers, Technology, Wealth Management

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