Wealthies Circle

SS&C Advent's Steve Leivent describes the advisor problem the Black Diamond Wealth Platform is trying to solve.

Tegra118 CEO Cheryl Nash discusses the changes the company went through in 2020 and what challenges are planned for the future.

Prospera's Tim Edwards and Tony Montanari discuss what advisors can expect when they join the firm as an independent advisor.

Pershing’s Claire Santaniello explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results.

SMArtX's Evan Rappaport explains how the firm's managing account technology helps advisors rebalance their workflow.

Docupace CEO David Knoch explains why “document management” should really be considered “data management.”

Sigma Financial's Jennifer Bacarella discusses how the firm is leading the industry by helping to cultivate and develop the next generation of advisors.

Thrivent's Luke Winskowski discusses the work the firm is doing to bring together advisors and provide them with the tools they need.

Ric Edelman details the succession planning that financial advisors should be doing in order to keep up with the changing industry.

Orion Advisor Solutions CEO Eric Clarke provides his thoughts on the future of financial advice.