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Choose the right software for your new wealth management firm

You’ve put in your time at a large wealth management firm like a wirehouse or bank and now you feel it’s time to hang out your own shingle. If you have a set of loyal customer accounts that you are transitioning, time

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Posted in Wealth Management

Johnson & White Wealth Management – Breakaways with a purpose

Continuing our series of profiling leading advisors who are having success with the Black Diamond Wealth Platform, we had the unique pleasure to recently sit down with the leadership team at Johnson & White Wealth Management (JWWM), based in York,

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Posted in Practice management

Black Diamond momentum key to SS&C Advent’s next chapter

As I take on a broader role at SS&C Advent and look more deeply at the solutions our Advisory clients use and enjoy, I recognize the gem we have in the Black Diamond wealth platform. We will continue to direct

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

Wealth Management Today: Client relationships take center stage

The wealth management industry in North America is undergoing a significant transformation. New options such as robo-advisors, increased scrutiny of fees, and evolving compliance requirements are among the many drivers of this change. Financial advisors and their firms need to

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Posted in Wealth Management and Financial Planning

Not all reconciliation is created equal

Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well.

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Posted in Technology, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

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