Presented by: Black Diamond Wealth Platform, State Street Global Advisors and SMArtX.
With special guests State Street Global Advisors (SSGA) and SMArtX, this Black Diamond webinar presents best practices and industry trends in managing accounts of all sizes with model portfolios. Through some compelling SSGA research, it answers the question: How does the use of model portfolios position an advisor for AUM growth? They then demonstrate how you can leverage modern, cost-effective and integrated financial technology applications to find scalability - especially for those smaller and wrap accounts which can be time-consuming and inefficient.
Black Diamond Scaling Investment Management
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