During the episode, Karen Barr, the President & CEO of IAA, provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody Rule, and more, as well as her thoughts on current trends in the industry.
Guest Speaker:
Karen Barr | President & CEO, Investment Adviser Association (IAA)
In this episode, Bree Pollard, Director at the ACA Group, shares practical advice on navigating the 2023 SEC Exam Priorities.
Guest Speaker:
Breanna Pollard | Director, ACA Performance Services
Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.
Guest Speaker:
Kyle Fleming | Sr. Manager, Product Development, SS&C Advent
Ted Denbow | VP & Head of Sales, RightCapital
Ross McGoodwin | Regional VP of Member Success, DPL Financial Partners
Just as technology solutions must evolve to meet investment managers’ changing needs, so must their developers.
Guest Speaker:
Alison Dooher | Managing Director, Digital Advisor Solutions, Schwab
Rita Chiu | VP, Product Management, SS&C Advent
Purpose-driven growth and innovation are the backbones of SS&C Advent.
Guest Speaker:
Karen Geiger | SVP and Co-General Manager, SS&C Advent
Steve Leivent | SVP and Co-General Manager, SS&C Advent
Don’t let the growing demand to bring ESG data into your customization strategies be a burden.
Guest Speaker:
Mira Vasani | Global Wealth Technology Practice Lead, Morningstar Sustainalytics
Outsourcing is no longer one size fits all. The right outsourcing partner is willing to adapt and work with your firm’s unique business needs.
Guest Speaker:
Al Castillo | VP, Solutions Management, SS&C Advent Managed Services
Glenn D. Warden | Chief Information Officer, Bahl & Gaynor
On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.
Guest Speaker:
Michael Kitces | Chief Financial Planning Nerd, Kitces.com
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.
Guest Speaker:
Stephanie Wemusa | Director of Equity Diversity and Inclusivity, Mindbody
Gone are the days of investing in complex, expensive annuities with hefty commissions.
Guest Speaker:
David Lau | Founder & CEO, DPL Financial Partners
In the Fintech industry, it's estimated women represent only 30% of the workforce.
Guest Speakers:
Jennifer Kirksey | Managing Director, WealthOps , Tolleson
Melissa Gilbertson | Assistant Vice President, IT and Trading Ops Manager, Mairs & Power
Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.
Guest Speaker:
April Rudin | Founder and CEO, The Rudin Group
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.
Guest Speakers:
Zachary Dan | CEO, Act Analytics
Elgin Chau | Head of ESG Ratings, Act Analytics
With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?
Guest Speaker:
Matt McGowan | Director of Channel Alliances, Riskalyze
Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.