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Welcome to the Future of Holistic Fiduciary Advice banner image
23-Nov-2020

Welcome to the Future of Holistic Fiduciary Advice

By: David Lau

Over the past decade, as advisors in all channels have been driven by client demand to expand financial advice from investment management to holistic wealth planning, fee-only fiduciary advisors have been handicapped in their inability to deliver services in one very important area: insurance.

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Scaling Portfolio Customization with Portfolio Optimization banner image
18-Nov-2020

Scaling Portfolio Customization with Portfolio Optimization

By: Boris Bykhovsky

As technology advances and the pressure to operate more efficiently mounts, investment managers continue to search for solutions to maximize time spent managing thousands of portfolios across their book of business.

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17-Nov-2020

Five Big Trends to Watch

By: Mike Betz

One of the best aspects of my role at SS&C Advent is the opportunity to meet and network with industry leaders, tech executives, innovative advisors, smart consultants, and others that have their finger on the pulse of change.

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