SS&C

family office technology

20 Questions That Were Answered at the Family Wealth Report Summit 2019

"The Only Thing That Is Constant Is Change." ― Heraclitus, Greek philosopher, c.535 – c.475 BCE The private wealth management industry is constantly evolving.  Single family offices (SFO's), multi-family offices (MFO's) and the private banks of large wealth management firms are all vying for control of the assets of an ever-growing community of increasingly wealthy …

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asset management

3 Asset Management Trends for 2017

Disruption may be the name of the game in the financial industry, but that does not mean everyone necessarily likes it. This year proved to be no exception with more sources of upheaval than ever applying pressure on asset managers. I was recently invited to participate in a panel discussion at an SS&C event in Toronto called, "The View From …

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