Apr 14, 2021 • 12 minutes
Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.
Apr 14, 2021 • 29 minutes
With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?
May 17, 2021 • 25 minutes
The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.
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.
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.
Jul 20, 2021 •
Gone are the days of investing in complex, expensive annuities with hefty commissions.
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.
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