Jasmin Conner

Nov 12, 2025 • 29 minutes

From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor

Nov 24, 2025 • 19 minutes

Charting the Course: Geneva October Release

Dec 1, 2025 • 18 minutes

Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead

How a Unified Brand Is Moving Wealth Management Forward.

Dec 18, 2025 • 25 minutes

Reflect, Refresh, and Reimagine: 2025 Product Innovations

Join our SS&C Black Diamond Wealth Solutions product leaders as they discuss 2025 and what's on the horizon in 2026.

Jan 14, 2026 • 21 minutes

From AI to SMAs: Trends That Shaped 2025

Jan 26, 2026 • 13 minutes

Financial Wellness at Scale for Advisory Firms

Building healthier firm operations to deliver better client financial wellness.

Mar 16, 2026 • 37 minutes

Modern Philanthropy as a Strategic Advantage

How modern philanthropic tools like donor-advised funds are helping advisory firms deepen client relationships, engage multi-generational families, and turn charitable giving into a strategic advantage.