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Portfolio Solutions – Service excellence backed by technology

Portfolio Solutions® is next in our series of profiles of Black Diamond® wealth platform clients who are building dynamic, growth-oriented businesses. Portfolio Solutions®, located near Detroit, Michigan, is rounding out its second decade in business on an upswing. Founded in

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

The hedge fund industry is alive and well

The gathering of senior executives at the recent HFM Week UK Operational Leaders Dinner in London offered an ideal opportunity to take the pulse of the hedge fund industry. Forget those rumblings of doom and gloom. If these operations honchos

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Posted in Advent Software, Compliance, Hedge Funds, Trends, Uncategorized

Are clients listening when you talk about risk?

Advisors play many roles with their clients: coach, teacher, collaborator, and even therapist.  That’s because advisors have a vital role in guiding their clients through the many areas of their holistic financial life.  This can be quite difficult based on

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

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