How are ETFs, wealth management technology, and artificial intelligence reshaping the future of investment management?

In this NYSE Live interview, Laton Spahr, President of SS&C ALPS Advisors, discusses the firm's dual-business strategy, ETF innovation, advisor technology solutions, and the growing role of AI in financial services.

Spahr joins the program after helping ring the Opening Bell at the New York Stock Exchange and reflects on the significance of the moment for SS&C ALPS Advisors as the firm continues to expand its presence across investment products and wealth management services.

A major focus of the conversation is the firm's two core business segments. Spahr explains that ALPS Funds serves as the firm's investment product platform, offering a range of ETFs and mutual funds, while Black Diamond Investment Management delivers technology-driven wealth management services for registered investment advisors (RIAs), including model management, tax-aware portfolio solutions, and trading services.

The interview also explores how the firm differentiates itself within the ETF landscape. Spahr notes that ETFs have become increasingly important building blocks for advisor-managed portfolios, particularly when combined with tax-management tools, direct indexing capabilities, and portfolio construction technology.

Another key theme is the convergence of investment products and wealth management services. By combining ETF offerings with technology-enabled portfolio management solutions, SS&C ALPS Advisors seeks to help advisors deliver more customized and tax-efficient investment outcomes for clients.

The conversation further examines the firm's growth strategy. While Spahr does not provide specific financial projections ahead of earnings, he highlights continued expansion across both product development and wealth management services. The company expects an active pipeline of new launches and continued growth within its investment management platform.

The interview also highlights key investment themes represented within ALPS Funds. Spahr explains that many strategies focus on income generation through dividend-oriented investments, premium-income approaches, real assets, commodities, and differentiated exposures designed to address specific portfolio allocation challenges.

Another area of discussion is portfolio construction. Rather than competing directly within broad core equity products, the firm emphasizes specialized strategies that offer low correlation, income generation, and diversification benefits for advisors and investors.

Artificial intelligence is also explored as an increasingly important component of the firm's operations. Spahr describes AI as a valuable tool that can help improve software development, streamline workflows, accelerate learning, and enhance operational efficiency across financial services and wealth management applications.

Looking ahead, SS&C ALPS Advisors expects continued innovation across investment products, advisor technology platforms, and portfolio management solutions as demand for customized wealth management services continues to grow.

Throughout the discussion, Spahr shares insights on ETFs, wealth management, financial technology, portfolio construction, income investing, artificial intelligence, advisor solutions, asset management, and the future of investment services.

Disclaimer: Informational content only. NYSE does not endorse or recommend investments, strategies, companies, products, or services discussed.

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