12/09/2018

The evolution of an independent advisory firm

The J.P. King story began with their switch from that legacy desktop performance reporting, billing and portfolio accounting system to the Black Diamond® Wealth Platform.

12/07/2018

Hope in the East?

Psigma CIO Tom Becket explored whether this year’s poor performance from regional assets was set to continue in 2019

12/05/2018

Reaping the Benefits of Female Leadership

In the age of the “female Sisyphus” new research from Boyden says it is imperative for executive leadership to change corporate culture and leverage female talent to compete. Let’s preview the study and examine new ways organizations can

11/29/2018

Where wealth managers will splash the cash in 2019

Aside from increasing investment to update internal systems, companies are looking to upgrade client-facing technology as well, with over 68% of respondents highlighting it as an area of focus.