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Wednesday, September 16, 2026The Morning Brief →Sign in
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SS&C Technologies

In PWD coverage since September 10, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 15, 26Deal announcedJackson National Life Insurance Company · Protective Life Insurance Company — coverage
PWD coverage
RIA

SS&C turns the held-away annuity into a billable asset

SS&C's seven carrier partners matter less than the conversion workflow that moves legacy contracts onto advisory fees.
RIA · Sep 10AI budget share doubles as firms wait for proof
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