Jul 2021 — Dec 2022
Dec 16, 2022 • 21 minutes
Just as technology solutions must evolve to meet the changing needs of investment managers, so too must their developers.
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.
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