Blog Archives

Tips to optimize your tech resources for business growth

We’re pleased to announce our involvement with an upcoming ThinkAdvisor TechCenter webinar discussing how advisors can leverage technology to drive client relationships and firm growth. ThinkAdvisor’s TechCenter is an educational resource designed to keep advisors abreast of new tech innovations

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Posted in Technology

Tech trends for financial advisors: A conversation with Joel Bruckenstein

In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent sat down with Joel Bruckenstein, Producer of the esteemedT3 Advisor Conference, to talk about key opportunities and challenges with technology for financial advisors. The conversation stemmed from this

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Posted in Advisors, Black Diamond Performance Reporting, 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


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