Tech It Up

Jan 3, 2023 • 35 minutes

Insights on Providing Holistic Financial Advice in Wealth Management

Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.

Dec 16, 2022 • 21 minutes

The New Era of Product Development

Just as technology solutions must evolve to meet the changing needs of investment managers, so too must their developers.

Nov 3, 2022 • 27 minutes

Powered by Purpose: Full Speed Ahead

Oct 14, 2022 • 28 minutes

Challenges, Performance, and Opportunity: The Evolving Story of ESG Investing

Don’t let the growing demand to bring ESG data into your customization strategies be a burden.

Jun 23, 2022 • 31 minutes

Managed Services: Not One Size Fits All

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 •

The Expanding Wealth Tech Universe: No longer a tiny sliver in the technology universe

Aug 3, 2021 • 25 minutes

Is Diversity and Inclusion Key to Attracting Talent and New Business?

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.