By Rainer Fuchsluger
It’s just under a week until the SS&C Investment Management Summit 2017 Asia. Returning to Hong Kong on August 24th, the Summit brings together asset managers, wealth managers, and insurance and government agency executives.
By Eric Rocks
You’ve put in your time at a large wealth management firm like a wirehouse or bank and now you feel it’s time to hang out your own shingle. If you have a set of loyal customer accounts that you are transitioning, time is of the essence because you’ve got to be ready to conduct business on day one. Fortunately, you are in a great position with pre-sold assets transitioning with you, and the knowledge of what works best for your style of investing and client management. Now, selecting the right software solutions has got to be top of list to ensure your venture is profitable.
By Jen Molgano
On June 1, during an elegant black-tie ceremony hosted at the stunning Westin Hotel in Singapore, SS&C received top honors in the client reporting and fintech solution categories at the 2017 WealthBriefing Asia Awards. This marked the latest win in a string of accolades from industry experts conferred upon the company this year.
By Bryan Bashaw
Contrary to initial speculation, it looks as though the Department of Labor (DOL) fiduciary rule will continue to be enforced under the new U.S. administration. This gives an advantage to wealth managers that operate as a fiduciary.
By: Denis Melekhov
In the past, high net worth individuals have traditionally been the primary source of hedge funds’ assets and have been their catalyst for growth. This trend began shifting notably around the year 2000, when institutional investors such as pension funds, governments, corporations and insurers started significantly increasing their allocation to hedge funds. As this tendency has progressed over time, institutional investors now represent a majority portion of hedge fund assets.
By: Kade Boone
Recent regulation updates have changed treasury arbitrage regulations on bonds for the first time since August 16, 1993.
By Bryan Bashaw
There’s a highly talked about digital disruption that’s been happening in the wealth management industry in recent years. Much of this talk has been about robo-advisors, but now there’s a transformation happening that’s changing the conversation again.
By: Kendall Reischl
We’ve all read those “Three Perfect Days” travel features in the inflight magazines, right? Well, we couldn’t have asked for three better days than SS&C Deliver 2016 in San Diego.
SS&C Chairman and CEO Bill Stone set the tone in his welcoming remarks, when he said, “We are only as good as our clients’ success.” In the time since SS&C acquired Advent, the company has continued to pursue companies that are a good fit for clients, acquiring Varden, Primatics, and Citi Fund Services. Acquisitions enable SS&C to add solutions that clients need to be successful without building them from scratch, Bill explained, noting that the company has also invested an eight-figure sum in R&D this year.