Articles tagged "Mike Golaszewski"


In his newly created position, Chris Whiting aims to eliminate Balkanization for RIAs using Black Diamond.

In first major act as Black Diamond/Advent owner, SS&C Technologies hires operation chief of $14-billion RIA to fill new role
Chris Whiting left Moneta Group in September after big changes at that RIA to join the software company that did his firm's performance reporting

Monday 12.21.15
Dave Welling will now get his crack at giving Advent Axys a clear way forward.

SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond
Pete Hess will be the asset management czar and David Welling will rule all things RIA in the new framework

Thursday 7.23.15
Mike Golaszewski: President Obama’s proposal deliberately focuses on preserving the existing rules that govern data transit.

In the big business vs. big business net neutrality battle, go with the Google-Obama viewpoint over the Cisco-Comcast one
The net non-neutrality crowd is not only wrong; they're not being straight with us

Friday 11.28.14
Mike Golaszewski: Since most of the Internet is exposed to this bug, your information could potentially leak in unexpected ways.

How RIAs should digest warnings about 'Shell Shock' and its lethal threat to all things Linux
On a scale of one to 10 the just-disclosed computer 'exploit' is a 10 because Linux is what the cloud lives by

Thursday 9.25.14
Mike Golaszewski: With the right combination of hardware and software, most eight-character passwords can be brute-forced.

With your RIA practice as naked as Kirstin and Kate in the cloud, know two words: Google Authenticator
With advisors migrating their practices online, the vulnerability can't be overstated or easier to address

Thursday 9.4.14
Natalie Wolfsen steps into a position tailored to her marketing and product-management strengths

Natalie Wolfsen is leaving New York to reunite with Charles Goldman out West
The ex-Schwab, ex-Pershing product exec assumes Myra Rothfeld's duties and then some

Tuesday 5.13.14
Pete Hess: I think we're really going to shock some people...it gives me a great feeling.

Peter Hess throws a Black Diamond lifeline to stubborn Advent Axys users, but will the price be right?
The Advent CEO shows his respect for 1,400 change-averse Axys loyalists -- who hold hundreds of billions in assets -- by paving the way for delivery of Black Diamond's coveted reports

Wednesday 9.25.13
Mike Golaszewski: If your product has an advisor end-client-facing component and it's not mobile, you probably don't have a product in two years.

Where RIA technology stands heading into 2013 after 2012 lost some steam
Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option

Wednesday 1.2.13
Peter Giza: I want to be able to catch the next wave.

Making himself purposefully redundant, 'visionary' RedBlack co-founder moves on
Peter Giza says he's still bullish on the company as he charts his next move

Monday 9.10.12
Jim Dario developed respect for TD Ameritrade over the years as a competitor.

What's up with Jim Dario making the leap from Pershing to TD Ameritrade
The former Fidelity star -- and an almost star in 'Jaws' -- made an intra-Jersey City move but actually never left Boston

Wednesday 9.5.12
Steve Hirsch: We didn't want to invest in something that wouldn't be used.

Schwab finally hops on the iPhone app bandwagon -- to the iTune of 30,000 potential RIA employees
The big custodian went live on Thursday morning after a pilot with 15 advisors -- and about 18 months after Fidelity

Friday 6.29.12
Mike Golaszewski: You've worked hard to establish trust and rapport with your clients...Don't undo all that.

Why the LinkedIn password theft is a big deal and how advisors can avoid falling victim
The bad news: This was possibly a major breach; The good news: You can fix the problem in a few minutes

Friday 6.8.12
Black Diamond founder Reed Colley is relocating to San Francisco to help chart Advent's broader future with his knowledge of mobile, social media and the cloud.

A year after the Advent-Black Diamond deal, the merged company is making some big chess moves
Reed Colley switches coasts as new hire Mike Golaszewski heads the other way to Jacksonville and the Advent-Black Diamond sales teams merge

Monday 5.21.12
Mike Golaszewski: I absolutely intend to stay connected to this industry.

After defecting from Schwab a year ago, Mike Golaszewski departs Pershing
The techie helped develop strategies and websites for both companies

Monday 11.28.11

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