How enterprise firms are future-proofing operations with Black Diamond.

In the fast-paced world of wealth management, providing holistic financial advice is no longer optional—it’s essential.

Dragons hold a significant place in Chinese culture as auspicious and extraordinary creatures, unparalleled in talent and excellence, symbolizing power, nobility, honor, luck, and success.

At SS&C, our team set out to build a powerful yet easy-to-use platform that can be the hub of an investment advisor’s business.

For the first time in more than 40 years, the SEC has updated its marketing rule.

What are wealth managers’ top business objectives going into 2023? And how do those objectives shape their technology decisions and investments?

According to the Bureau of Labor Statistics October data, with inflation running at 7.7% annually in the United States, individuals and businesses are feeling the pinch of higher costs.

Throughout 2021, nearly four million people in the United States quit their jobs each month, the highest average on record.

As wealth management and investing become increasingly complex, advisors and their respective compliance teams are being stretched to the limits.

The past six to 12 months brought significant changes to the wealth-management industry.

Through the renaissance of the advisor technology industry, firms have made tremendous strides in driving operational efficiencies.

Beginning May 4, the Securities and Exchange Commission allows financial advisors to proactively use client testimonials, and non-client endorsements.

At SS&C Advent, we are constantly evaluating current trends, issues and developments.

Is wealth management destined to become a consolidated industry?

During these unprecedented economic times upgrading your financial technology stack might be inconceivable. The process of data conversion, system setup, and adoption of a new platform can be daunting.