Banner Image
Podcast

#1 Tech it Up: Introduction

Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.

Listen Now
Banner Image
Podcast

#2 G1 vs G2 Advisors Selling Strategies and Technology

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


Listen Now
Banner Image
Podcast

#3 U.S. Wealth Advisors ESG Investing: New Investors are Walking the Walk

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


Listen Now
Banner Image
Podcast

#4 Marketing to New Investors & Retaining the Old

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


Listen Now
Banner Image
Podcast

#5 Women in Fintech

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


Listen Now
Banner Image
Podcast

#6: Commission-Free Annuities - A Game Changer

Gone are the days of investing in complex, expensive annuities with hefty commissions.

Guest Speaker:
David Lau | Founder & CEO, DPL Financial Partners


Listen Now
Banner Image
Podcast

#7: Is Diversity and Inclusion Key to Attracting Talent and New Business?

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


Listen Now