May 2021 — Oct 2022
Oct 14, 2022 • 28 minutes
Don’t let the growing demand to bring ESG data into your customization strategies be a burden.
Jun 23, 2022 • 31 minutes
Your host, Trent Berry, is joined by our very own Al Castillo and long-time SS&C Advent client, Glenn D. Warden, Chief Information Officer, from Bahl & Gaynor.
Oct 25, 2021 •
Aug 3, 2021 • 25 minutes
It’s estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.
Jul 20, 2021 •
Gone are the days of investing in complex, expensive annuities with hefty commissions.
Jul 7, 2021 • 23 minutes
In the Fintech industry, its estimated women represent only 30% of the workforce. According to a study from Credit Suisse Research Institute, companies with at least one female board member had a 26% better performance than male board-only companies.
May 17, 2021 • 23 minutes
Why did it take the onset of COVID-19 to start hearing about advisor marketing and technology adaptions? April Rudin, Founder and CEO of The Rudin Group, has been helping advisors make this switch since 2008.
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