關於這個 Podcast 🔗
A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
最新一集 🔗
As alternative investments become a larger part of client portfolios, advisors are facing a growing challenge around understanding and planning for capital calls, distributions and liquidity. Much of this work still happens manually in spreadsheets, while historical data can be difficult to reconst…
以前的節目 🔗
AI is changing the way wealth management firms work, but the real opportunity lies in turning AI from a buzzword into practical technology that helps advisors work smarter.
In this episode of Tech It Up, Ken Hall of SS&C Black Diamond Wealth Solutions joins us to introduce Black Diamond AI an…
Growth through mergers and acquisitions presents tremendous opportunity, but it also introduces new operational, cultural, and technology challenges.
In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner are joined by Lisa Crafford of Constellation Wealth Capital and Alex Frantz of S…
Many clients own life insurance and long-term care policies that haven't been reviewed in years, sometimes decades. But changing interest rates, rising care costs, evolving product designs, and shifting financial goals can create risks that often go unnoticed.
In this episode of Tech It Up, Jasmin…
The time has come again to revisit another exciting deliver of SS&C Advent's Geneva, which continues to serve as our leading portfolio, fund, and investor accounting solution. Each release, happening twice a year, introduces a wide range of new features and enhancements designed to better suppo…
In crypto, volatility is unavoidable. Confidence is engineered.
Crypto markets are defined by constant change — new assets, shifting venues, and rapid price movements. But while volatility may be inherent, the infrastructure supporting crypto trading doesn’t have to be reactive.
In this episode…
When most of the industry talks about alpha, the focus is on investment performance. But increasingly, leading firms are uncovering a different source of value: operational excellence.
In this episode, we explore “Operational Alpha” and how disciplined execution across tax strategy, rebalancing, c…
Multi-manager funds have quietly emerged as one of the most dynamic and rapidly expanding segments of the hedge fund industry. In an environment where allocators are demanding consistency, disciplined risk management, and real downside protection, the multi-manager model is purpose-built to deliver…
Philanthropy is no longer just a year-end tax conversation.
In this episode of Tech It Up, Susan McClure and Eric Hewitt of SS&C ALPS Advisors join Blake Rohde of TIFIN Give to explore how modern donor-advised fund infrastructure is transforming the role philanthropy plays in wealth managemen…
In this episode of Tech It Up, hosts Jasmin Conner and Trent Turner are joined by Michelle Greive to explore how operational wellness inside advisory firms directly impacts client financial wellness. They discuss why efficient workflows, unified data, and streamlined collaboration are critical to d…
免責聲明: 本頁面嵌入的 Podcast 和封面圖片來自 SS&C Advent，歸其所有者所有，與 Listen Notes, Inc. 無關聯，也未獲得 Listen Notes, Inc. 背書。
Podcast 搜尋引擎
您可以使用我們的網站按人物、地點或主題搜尋3,828,634Podcast 和196,452,518單集。
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
認領這個 Podcast
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post 分類廣告 for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
Podcast 創作者訪談...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
我們的官方 X（原 Twitter）帳戶 will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
