Blog Archives

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

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

Highlights from the Pershing Elite Advisor Summit

As the stakes for winning the custodian game helping RIAs run a better business continues to escalate, Pershing upped the ante with its recently held Elite Advisor Summit. Held over 2 ½ days last week in balmy Miami, Florida at

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Posted in Advisors, Technology, Wealth Management and Financial Planning

Compliance Readiness and SEC Priorities for 2017: Webinar

Twenty years ago, the SEC’s Office of Compliance Inspections and Examinations (OCIE) set a goal of examining every RIA firm every five years. But with the explosive growth of registered advisors, and constraints on the SEC’s resources, that goal has

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Posted in Advisors, Asset Managers, Compliance, Hedge Funds, Technology, Traditional and Alternative Asset Management, Uncategorized, Wealth Management and Financial Planning

What’s in Your Digital Strategy?

Back in 2008, the first robo advisors entered the scene to little fanfare amidst a financial crisis and a deep bear market. At first, many industry experts scoffed at their ability to make any headway into wealth management, based on

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Posted in Advisors, Asset Managers, Technology, Wealth Management


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