Blog Archives

Market lessons from Nobel Prize winners: Risk management & perceptions

Behavioral Sciences, as applied to humans, focus on the systematic analysis of the psychology of judgement and decision-making. Behavioral Economics, as applied to “the economic man” or ‘Econs’ examine how investors may diverge from being consistently rational and self-interestedagents, in

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Posted in Advent Software, Wealth Management and Financial Planning

The Case for Social Advisors

The one thing we know to be true about success in wealth management is that success is grounded in relationships. Despite the hype around robo advisors and the big technology disruptions that ebb and flow, people with more complex portfolios

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Posted in Advisors, Social Media, 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

Digital Client Experience: Trends and Opportunities for Advisors

There’s a lot to say about the evolution of the investor or client experience. Most advisors might still be transitioning from the era of flip books as quarter-end reports to a blend of paper and interactive “reports” in client meetings,

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

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