Innovation through Change: Wealth Management’s Evolving Landscape

Date: June 18th, 2020
Time: 11:00am PST

Bjorn Widerstedt

Vice President, Black Diamond Wealth Platform, SS&C Advent

In 2008, after four years on the pro golf circuit, Bjorn joined Black Diamond in Jacksonville, FL and quickly proved his value by taking over platform strategy. After Black Diamond was acquired by Advent Software, which in turn was acquired by SS&C Technologies, Bjorn stayed at the helm of the platform, guiding its evolution from a sophisticated reporting engine to a comprehensive wealth management hub. Bjorn has overseen major platform build-outs and a steady stream of new feature launches, including user-friendly mobile capabilities that allow investors to interact with their advisors and track their financial plans and portfolios on their smartphones.

Today, about 1500 advisory firms use the Black Diamond® Wealth Platform to manage over 2 million investor accounts and $1 trillion in assets. Bjorn remains instrumental in the success of Black Diamond and the growth of the team, which has also helped elevate the Jacksonville area's reputation as a technology center.

Larry Miles

Principal, AdvicePeriod

Larry Miles is a Principal at AdvicePeriod. His primary focus is on providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence. Larry is the author of It’s That Simple: How to Build the Professional Service Firm of the Future.

Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as Executive Vice President of Convergent Wealth Advisors where he was instrumental in building the business.

Larry earned a BA from Amherst College and an MSc from the London School of Economics. He has taught leadership courses at the Massachusetts Institute of Technology and is a member of Young Presidents Organization (YPO).

WHAT YOU'LL LEARN

Change is inevitable. Over the last few months, we’ve witnessed a significant change in the wealth management industry. Companies are adopting technology, creating new processes, and preparing for the future. How exactly is the industry doing this?

Join Larry Miles, AdvicePeriod Principal and Bjorn Widerstedt, Vice President Product Management of the Black Diamond® Wealth Platform for an engaging discussion centered on the various ways technology has influenced the industry from communication, to remote work, to market volatility. Get an inside look at how these two companies are managing change and which trends may last beyond this unprecedented time.

WEBINAR DETAILS

DATE: June 18th, 2020
TIME: 11:00am PST
DURATION: 60 Minutes


MODERATOR: Tim Welsh, Nexus Strategy

Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community.

Tim holds the Certified Financial Planner, CFP® designation and served as an elected member of the Financial Planning Association’s National Board of Directors.

Disclosures

Bjorn Widerstedt

Vice President, Black Diamond Wealth Platform

In 2008, after four years on the pro golf circuit, Bjorn joined Black Diamond in Jacksonville, FL and quickly proved his value by taking over platform strategy. After Black Diamond was acquired by Advent Software, which in turn was acquired by SS&C Technologies, Bjorn stayed at the helm of the platform, guiding its evolution from a sophisticated reporting engine to a comprehensive wealth management hub. Bjorn has overseen major platform build-outs and a steady stream of new feature launches, including user-friendly mobile capabilities that allow investors to interact with their advisors and track their financial plans and portfolios on their smartphones.

Today, about 1500 advisory firms use the Black Diamond® Wealth Platform to manage over 2 million investor accounts and $1 trillion in assets. Bjorn remains instrumental in the success of Black Diamond and the growth of the team, which has also helped elevate the Jacksonville area's reputation as a technology center.

Larry Miles

Principal, AdvicePeriod

Larry Miles is a Principal at AdvicePeriod. His primary focus is on providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence. Larry is the author of It’s That Simple: How to Build the Professional Service Firm of the Future.

Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as Executive Vice President of Convergent Wealth Advisors where he was instrumental in building the business.

Larry earned a BA from Amherst College and an MSc from the London School of Economics. He has taught leadership courses at the Massachusetts Institute of Technology and is a member of Young Presidents Organization (YPO).

WHAT YOU'LL LEARN

Change is inevitable. Over the last few months, we’ve witnessed a significant change in the wealth management industry. Companies are adopting technology, creating new processes, and preparing for the future. How exactly is the industry doing this? 

Join Larry Miles, AdvicePeriod Principal and Bjorn Widerstedt, Vice President Product Management of the Black Diamond® Wealth Platform for an engaging discussion centered on the various ways technology has influenced the industry from communication, to remote work, to market volatility. Get an inside look at how these two companies are managing change and which trends may last beyond this unprecedented time.

WEBINAR DETAILS

DATE: June 18th, 2020
TIME: 11:00am PST
DURATION: 60 Minutes


MODERATOR: Tim Welsh, Nexus Strategy

Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community.

Tim holds the Certified Financial Planner, CFP® designation and served as an elected member of the Financial Planning Association’s National Board of Directors.

Disclosures

AdvicePeriod Webinar Series

June 18th, 2020 at 11:00am pst

Innovation through Change: Wealth Management’s Evolving Landscape

REGISTER NOW!

Be sure to sign-up quickly. The first 100 sign-ups will have the opportunity to ask Larry and Bjorn questions during the webinar.

See some of our previously hosted webinars here

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