SS&C Advent Senior VP Steve Leivent describes how Black Diamond assists advisors with their client experience and some of the biggest challenges they face.
Providers within and outside the advisory industry offer data of how the remote work environment has shifted client outreach and the greatest threats it faces.
ETF provider WisdomTree is selling its stake in the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.
