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Advent of Change October 18, 2023

Advent of Change

“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence....
Concerns percolate about how SEC’s AI proposal aligns with Reg BI August 1, 2023

Concerns percolate about how SEC’s AI proposal aligns with Reg BI

An SEC proposal to eliminate conflicts of interest in financial advisors’ use of technology that predicts investor behavior is raising concerns about how it will work with Regulation Best Interest. A split Securities and Exchange Commission voted 3-2 Wednesday to release a proposal for public comment that would require brokerages and investment advisory firms to “eliminate or…
Inside the V(ALT), with Joe Ujobai September 14, 2022

Inside the V(ALT), with Joe Ujobai

Joe Ujobai (Chief Executive Officer, AIX) discusses the democratization of alternative investments in this episode of  Inside the V(ALT). Is it really happening? Why or why not?
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