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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. ....

Envestnet Moneyguidepro , Mellon Pershing , Black Diamond Wealth Platform , Data Gathering , Gurupackiam What , Held Away Assets ,

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 ,

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 […] ....

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