Featured Events
Upcoming Events
The Exchange Network Annual Member Meeting 2024
Join us to network with leaders in the wealth and investment management industry, learn from guest speakers and engage in roundtables with your peers.
28-Apr-2024 to 30-Apr-2024
The Metropolitan | Chicago, IL
The Annual CLO Industry Conference 2024
This second annual day-and-a-half conference is drafted by LSTA Leadership and CLO Committee members to ensure high-quality, industry-led programming featuring an additional emphasis on the leveraged loans market, the building blocks for CLOs.
29-Apr-2024 to 30-Apr-2024
The New York Marriott Marquis | New York, NY
Evolve Conference 2024
Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond.
06-May-2024 to 08-May-2024
Hyatt Regency Lost Pines Resort & Spa | Lost Pines, TX
2024 SFA Partners Annual Conference
We're excited to participate in the 2024 SFA Partners Annual Conference. This event allows us to connect with financial advisors, learn about their needs, and demonstrate how our products and services can help them better serve their clients.
06-May-2024 to 08-May-2024
Dallas, TX
DeVoe Elevate 2024
The future of your RIA depends on your firm's organic growth strategy and next-gen talent. Are your people and your organization performing at their highest potential in these two critical areas? DeVoe Elevate is designed to help you maximize your performance in both.
08-May-2024 to 10-May-2024
Omni Scottsdale Resort & Spa At Montelucia | Scottsdale, AZ
Hightower Advisor Summit 2024
Hightower's largest conference of the year covering practice management, investing and holistic wealth management with an emphasis on peer-to-peer engagement.
13-May-2024 to 15-May-2024
Tucson, AZ
WealthStack 2024
WealthStack is the WealthTech pillar of Wealth Management EDGE.
EDGE covers three pillars – investment, productivity and growth. This makes the EDGE audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology and practice management ecosystems.
13-May-2024 to 16-May-2024
The Diplomat Beach Resort | Hollywood, Florida
SYNERGY24
SYNERGY24 is designed to help your operations, services, and technology reach new heights as you surround yourself with industry thought-leaders.
22-May-2024 to 24-May-2024
Four Seasons Hotel | Las Vegas, NV
INSITE 2024
Make meaningful connections with thousands of visionaries, decision-makers, influencers and the industry’s next generation. As an attendee, you’ll have countless opportunities to expand your knowledge — and your network.
04-Jun-2024 to 06-Jun-2024
Gaylord Opryland Resort & Convention Center | Nashville, TN
Hightower Pinnacle 2024
Hightower Pinnacle dedicated to connecting advisory firm field professionals with thought leadership on operations, business development, technology, finance, human resources and marketing.
24-Sep-2024 to 25-Sep-2024
Chicago, IL
Hightower Investment Forum 2024
Hightower Investment Forum focused on investment management, the markets, the economy and trends in asset classes.
21-Oct-2024 to 23-Oct-2024
Savannah, GA
On-demand events and webinars
Missed out on a recent event or webinar? Check out a few below that are on-demand.
2024 Black Diamond Kickoff
As part of our unwavering commitment to our client's success, each year, product leaders present information detailing work completed the previous year and outline the roadmap for the year ahead.
Watch our 2024 SS&C Black Diamond Wealth Platform Kickoff webinar to learn how we keep our clients informed and discover the innovations that can help shape a prosperous year ahead for your wealth management firm.
Where is the Growth in Investment Management?
This panel of industry experts discusses how investment managers are responding to the industry’s complex and changing demands. The panel explores opportunities for growth across a diverse mix of investment options and strategies, including SMAs, active ETFs, and tax optimization.
The Search for Scalable Growth
As the investment management space evolves, managers face an array of challenges. To help navigate this ever-changing and complex landscape, SS&C Advent partnered with the Institutional Investor Custom Research Lab and surveyed 150 investment management professionals to identify their biggest challenges and their most likely approaches to solving them.
Move with the Markets
Listen as Aani Nerlekar, Senior Director, SS&C Advent and industry peers for a discussion on the evolution of the credit and derivatives markets and how managers are leveraging technology to move toward an automated future.
Tax-Loss Harvesting Strategies
Investment firms are turning to tax-loss harvesting to mitigate tax impacts and gain a competitive edge. To achieve this, one popular method is through direct indexing, and another is by taking a more personalized approach to complement existing strategies.
Watch this webinar as industry experts explore the drivers and benefits of direct indexing, considerations of implementing direct indexing strategies, and personalized approaches to tax-loss harvesting.
Cash Strategies in a Shifting Interest Rate Market
The Federal Reserve's dance with interest rates has sent ripples through the financial world, leaving cash investors with a critical question: where do we go from here? Are we at the peak of this cycle, or is this just a temporary plateau?
Experts from R&T Deposit Solutions help you gain the knowledge and insights you need to navigate the new landscape confidently.
Empowering Financial Advisors: Mastering Digital Communication and CX
Hear Tim Welsh, President & Founder, of Nexus Strategy, and Kyle Fleming, Product Management, of SS&C Black Diamond® Wealth Platform, discuss practical strategies to adapt to these shifts and excel in the face of modern challenges. Tim and Kyle delve into how financial advisors are reevaluating their service models, client communication strategies, and client retention tactics to ensure the sustainability of their business.
How Innovative Wealth Managers Use Technology to Drive Growth
Wealth advisors are entering 2023 with a sharp focus on their client’s needs during increased market volatility. As they consider their technology spend, both growth and improving the client experience are top priorities.
This pivot marks a change from the back-office investments that have largely dominated technology spending over the last several years.
Monitoring Investors and Employees for Insider Trading
Given the pace of today’s markets and the speed and volume of news cycles, technology increasingly offers the best solution for protecting your firm and your clients from breaches of trust like insider trading.
Watch the recording of a recent webinar and hear experts from SS&C and MT Newswires discuss the latest innovative offering to help compliance officers identify instances of insider trading and trading ahead of the news.
Learn How Brazilian Managers Are Achieving Operational Excellence with SS&C Advent
As investors diversify their investment strategies, operational complexity increases and managers are required to respond quickly and consistently to any changes in their back office routine. Listen as SS&C Advent experts discuss the benefits of deploying the Geneva® suite. Recognized globally as the best technology platform for asset management, portfolio and shareholder accounting, our solutions break through operational obstacles and drive your business growth.
Please note this webinar is in Portuguese.
Private Equity: Trends, Challenges, and Solutions
It’s a great time to be in the private equity business as investor enthusiasm continues to grow. With private markets attracting larger amounts of capital and gaining greater influence in the global financial system, regulators are rethinking fund requirements. Firms are adapting to this change by adjusting investor terms, including complex fee structures and return calculations that can present substantial operational issues.
Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology. Listen to SS&C Advent experts as they discuss market trends, operational challenges, and leveraging technology in this dynamic landscape.
Achieving Operational Excellence for Private Credit and Private Debt Strategies
Listen to experts from Anagenesis Capital Partners, Star Mountain Capital, and SS&C Advent for an in-depth discussion on how to achieve operational excellence for private credit and private debt strategies.
SS&C Salentica & Black Diamond: What’s New & What’s Next
The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.
A recent Salentica and Black Diamond webinar for existing clients discussed new enhancements underway to advance this purpose-built integration. In this session, you’ll hear product and solution experts as they take a deep dive into the features and functionality that our current clients know and love, including:
- Activity management and how InTouch from Salentica helps organize and plan outreach
- Best practices for workflow automation
- And much more
Modernizing the Trust Company Client Experience
The SS&C Trust Suite merges the power of industry-leading offerings from SS&C Innovest, the Black Diamond® Wealth Platform, and SS&C Salentica. This session discusses how these powerhouses work together to deliver end-to-end trust-enabled wealth management capabilities.