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Articles tagged "Dave Welling"


The MarketCounsel Summit convened many kings of the jungle.

The 2013 MarketCounsel Summit is heavy on future shock
A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg

Monday 12.16.13
Rob Major: It's a real simple thing. It comes down to price.

Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range
The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price

Thursday 12.13.12
Neesha Hathi: This is where the attorneys go to the side and the project managers take over.

Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now
Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged

Wednesday 10.31.12
Advisors converged at the Bellagio this week to witness the ongoing integration of Advent and Black Diamond.

Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab
With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares

Thursday 9.13.12
Peter Hess: We are happy where we are right now and won't be participating in any more acquisitions.

12 questions for Peter Hess
The freshly minted CEO talks about playing catch-up with cloud technology, Advent's acquisition plans and his continuing partnership with Reed Colley

Thursday 9.13.12
Reed Colley: We don't make people pay twice for two programs.

Black Diamond is setting its sights on smaller advisors and other things I learned over breakfast with Reed Colley
Advent Custodial Data and Moxy are now part of the Black Diamond arsenal and pricing may become attainable for small RIAs with moxie

Wednesday 6.6.12
Jim Lumberg: People get fixated on reports.

Never mind Tamarac, Envestnet is getting RIAs on board with its own stand-alone software
Four principals of RIAs sized $25 million to $2 billion in AUM talk about why they just switched to Vantage from other providers

Monday 4.16.12
Anthony Sperling: Once RMB saw that our company is the best of both worlds, they decided to stay with us.

Advent keeps a $2 billion one-foot-out-the-door RIA thanks to Black Diamond buy
RMB Capital Management had been with Advent since it opened its doors in 2005 but was feeling the need for a change

Friday 3.2.12
Michelle Smith is looking for ways to handle growth.

Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women
Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA

Friday 1.20.12

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Why a $500-million RIA Rt. 495 start-up hired a no-book ex-BNY Mellon Asset Management CFO

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