Blog Archives

Value investors value Black Diamond

Continuing our series of profiling successful advisors, we had the unique pleasure to sit down with Jordan Smyth, Managing Director of Edgemoor Investment Advisors. Edgemoor, based in Bethesda, MD, is a wealth management firm providing investment management and financial planning

Tagged with: , , , ,
Posted in Practice management

The best practices of the best advisors – InvestmentNews workshop

The seeds of destruction are sown in good times – and these are very good times,” declared Mark Tibergien, CEO of Pershing Advisor Services in his keynote session at the recently held Investment News Best Practices Workshop. Nearly 100 advisors

Tagged with: , , ,
Posted in Practice management

What makes BD3 such an innovative solution for financial advisors?

At SS&C Advent, we take a long look at the needs of the modern advisor because we continually ask ourselves one question: What problems are advisors facing and how can we help?

Tagged with: , , ,
Posted in Wealth Management and Financial Planning

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

Tagged with: ,
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,

Tagged with: , , ,
Posted in Practice management

Subscribe

Recent Tweets

Authors

Archives

Contact

If you have questions or would like to submit a topic you would like for us to consider covering, email us at social@advent.com.