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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

Five ways tech can help your firm manage through a volatile market

Is uncertainty back in the market? If the VIX is any indicator, the answer is yes. In one day last week, the VIX, a measure of implied volatility, spiked nearly 40%.  Whether volatility is here to stay or planning to

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Posted in Advisors, Technology, Trading, Wealth Management and Financial Planning

Recap: Seen and Heard at the 2016 FPA BE Conference

Held over 3 days last week at the Baltimore Convention Center the 2016 FPA “BE” conference gathered over 2,000 advisors, industry experts, consultants, and top technology providers for educational sessions, networking opportunities and the chance to see the latest in

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

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