Jasmin Conner

Jun 2, 2025 • 24 minutes

The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

Doug Fritz shares how firms can modernize, personalize, and future-proof the advisor-client experience.

Jun 3, 2025 • 24 minutes

Amplifying Operations with the April Geneva Release

Jun 30, 2025 • 17 minutes

From Reports to Relationships: Elevating the Advisor Experience

Unlock the tools, trends, and technology powering stronger advisor-client connections.

Jul 22, 2025 • 19 minutes

Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent

Explore the strategy, purpose, and impact behind the rebrand of SS&C Black Diamond Wealth Solutions, straight from the leader shaping its future.

Aug 4, 2025 • 20 minutes

Strategic Structures: Managed Accounts to Meet Market Demands

Aug 21, 2025 • 20 minutes

Merging Minds, Managing Machines: AI Risk in M&A

How to streamline tech stacks, mitigate AI risks, and drive efficiency during mergers.

Sep 17, 2025 • 12 minutes

AI Everywhere: What's Real, What's Not, and What Works

Oct 3, 2025 • 20 minutes

Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having

In this special Long-Term Care Awareness Month episode, Amy Arnett of DPL Financial Partners joins us to share how advisors can navigate modern long-term care solutions and initiate the critical conversations clients often delay.

Oct 8, 2025 • 13 minutes

The Art & Science of Measuring Private Equity Performance

Explore PE performance measurement options, challenges, and best practices for addressing them.