Proud to see Eric Blattner, CFA, CFP®, CIMA®, EA representing Divvi Wealth Management at a recent SS&C advisory panel! His insights on how we engage with asset managers to understand diverse market perspectives and economic viewpoints are invaluable. It's crucial to see how different strategies can influence client investment portfolios. Great job, Eric, and thanks to SS&C for organizing such an impactful session! #Finance #AssetManagement #InvestmentStrategies #TeamDivvi
Industry Insider News! Eric Blattner, CFA, CFP®, CIMA®, EA💡was recently part of an advisory panel for the dedicated team at SS&C! It was a great opportunity to share how Divvi Wealth Management partners with asset managers to gain diverse market insights and economic perspectives. We explored how these different strategies can influence client investment portfolios, aiming to drive better outcomes for all. Thanks to SS&C for hosting such a productive session! #divviwealth #investment #education
