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Steward Partners: No Two Advisors Are The Same

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

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Orion Expands Advisor Access to DPL's Fee-Based Annuities

Advisory shops on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.

David-lau , Orion-advisor-solutions , Orion-advisor-technology , Product-discovery-tools , Black-diamond , Black-diamond-wealth-platform ,

SS&C Technologies (NASDAQ:SSNC) & Smith Micro Software (NASDAQ:SMSI) Financial Comparison

SS&C Technologies (NASDAQ:SSNC) & Smith Micro Software (NASDAQ:SMSI) Financial Comparison
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United-kingdom , United-states , Connecticut , Japan , Pennsylvania , Black-diamond , Alberta , Canada , Safepath-io , Asia-pacific , Ssc-retirement-solutions , Distribution-solutions

Pacific Life Teams Up with SS&C's Black Diamond® to Create the First Joint Advisory Trade Management Platform | Region

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Oct 16, 2023--

Black-diamond , Arizona , United-states , Nebraska , New-york , Connecticut , Phoenix , Doug-mantelli , Pacific-life-consumer-markets-division , Ssc-technologies-holdings-inc , Pacific-life-annuity-company , Pacific-select-distributors

Contrasting SS&C Technologies (NASDAQ:SSNC) and Docebo (NASDAQ:DCBO)

SS&C Technologies (NASDAQ:SSNC – Get Free Report) and Docebo (NASDAQ:DCBO – Get Free Report) are both computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, risk, profitability, dividends, earnings and analyst recommendations. Insider & Institutional Ownership 82.2% of SS&C […]

Japan , Connecticut , United-states , Toronto , Ontario , Canada , Black-diamond , Alberta , United-kingdom , America , Asia-pacific , Advent-managed-services

Analyzing Avid Technology (NASDAQ:AVID) & SS&C Technologies (NASDAQ:SSNC)

Avid Technology (NASDAQ:AVID – Get Free Report) and SS&C Technologies (NASDAQ:SSNC – Get Free Report) are both computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, earnings, analyst recommendations, dividends, institutional ownership, valuation and risk. Institutional & Insider Ownership 85.4% of […]

Connecticut , United-states , Canada , Black-diamond , Alberta , Japan , Burlington , Massachusetts , United-kingdom , Asia-pacific , Ssc-technologies-holdings-inc , Avid-technology-inc

Onramp Invest Raises $7M in Series A Funding

FinSMEs is the financial news site dedicated to covering venture capital, private equity, and merger and acquisition deals in real time!

San-diego , California , United-states , Chris-haley , Eric-ervin , Silvergate-ventures-fund , Onramp-academy , Onramp-invest , General-partner , Chief-financial-officer , Black-diamond-wealth-platform , Onramp-model

Onramp Invest Raises $7 Million to Complete Series A Funding

Onramp Invest Raises $7 Million to Complete Series A Funding
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Stock Market | Daily Herald

Stock Market | Daily Herald
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Stock Market | FinancialContent Business Page

Stock Market | FinancialContent Business Page
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