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Content tagged "Black Diamond"

Black Diamond Performance Reporting

Filed under: Tech: Portfolio Management System
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Peter Mangan: We were interested in them longer than they were interested in us.

As Black Diamond deal starts to click, small custodian gets another hot partner
Shareholders Service Group gives its 700 RIAs access to Envestnet's services

 Wednesday 9.8.10
Nancy Ma-Apfel: The buzz in the industry and from clients helped convince her to jump from Schwab to Black Diamond.

Black Diamond nabs a Schwab veteran as it gears up for new service approach
Fast-growing software provider is creating separate service team to transfer RIA performance history

 Tuesday 8.3.10
Brett Sharkey: Quite honestly, I was not interested in the idea at first. Look! We have done it; we are out [of Smith Barney]. That taste of freedom is sweet.

HighTower wins its first-ever existing RIA after offering the breakaway a new way to do business -- and a chat with David Pottruck
Three Bridge Wealth Advisors surpised itself by giving up its 'sweet' freedom to regain the advantages of scale

 Friday 7.23.10
Tom McGuirk: "It was this intense feeling of euphoria and also a moment of whoa! I am really a business owner now."

How an Olympic hurdler and Smith Barney broker made the leap to his own RIA
Goal oriented: Tom McGuirk put his breakaway date on the wall in the place where his running time used to be

 Friday 7.16.10
Michael Lee: It wasn’t ugly before but it’s better and there’s much more data right on the main page

What four beta testers of Black Diamond's new software have to say about it
Testers of Blue Sky say that the product saves them time and effort

 Monday 6.28.10
Dave Welling: That ability to get data quickly is very powerful.

Already known to be cutting edge, Black Diamond shoots for the bleeding edge with total rewrite of its software
RIAs can multi-task, upgrade and customize better with the new portfolio management system

 Monday 6.21.10
Peter Mangan: If there’s a knock, it’s that there’s so many features that it makes it difficult for advisors to find the ones they need

Several hundred small RIAs gain access to Black Diamond software at reduced rates
Shareholders Service Group will be one service point for its advisor clients

 Tuesday 5.11.10
Peter Hess: [The concern] is getting existing Advent clients to rethink their relationships with us. That’s our biggest uphill challenge.

Advent Software is moving ahead in the RIA tech market-- even if most Axys users refuse to budge
Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers

 Monday 5.10.10
Bob Adams: Advisors can rest assured that we will meet the needs they have. We're acting in their best interests.

Fidelity delivers a white paper and a warning to RIAs regarding new cost-basis rules
Multi-custody arrangements and third party platforms can lead to troublesome data fragmentation, the Boston custody giant says

 Friday 3.26.10
Eric Clarke: Growth-minded advisors have made Orion's pipeline of prospects fatter than ever

Orion is outshining competitors in the eyes of some RIAs
The Omaha-based portfolio management outsourcer is winning on service and innovation

 Wednesday 3.17.10
Charles Huebner: You can see it in their eyes. They say: You can tell what it is like to take the risk.

Two senior UBS brokers pass on retirement to pursue aggressive breakaway plan
Huebner and Jagger are winding up, not down with multi-faceted growth strategy

 Tuesday 3.16.10
Karen Lisowski: I’ve consulted directly with some of the largest RIAs and breakaway teams

Black Diamond adds a Fidelity veteran to its sales team
Karen Lisowski will work from San Francisco

Monday 3.15.10
George Tamer let it be known that technology without a dedicated effort by the financial advisor won't yield great results

The T3 conference hit its stride Friday with key speeches and a hum of activity
An IBM big wig cleared up some issues surrounding 'cloud' computing

 Monday 2.22.10
Matt Mathias: "We were consistently reminded of the profitability of the firm's family of funds."

Consolidation pushes a veteran of Wachovia, U.S. Trust, National City into the RIA space
Trendspotters see increase in bank breakaways as wealth management divisions consolidate

 Tuesday 2.16.10
David Welling: I was a plant needing to be re-potted.

Former Schwab RIA veteran lands with Black Diamond
Welling looks to bring his big-company experience to fast-growing software firm

 Monday 1.25.10
Mark Hoffman: An RIA is just like any small business, but with a slug of regulation.

What You May Have Missed: A broker leaves UBS and loops in executive talent for his RIA
Not satisfied to be a mom-and-pop, wirehouse breakaway hires Boston Consulting Group talent out of the gate

 Tuesday 12.8.09
Advent Software's five-year non-compete clause was not long enough to suppress Matt Abar

What You May Have Missed: The executive Advent bought and buried is back with a vengeance
Matt Abar's second act looks formidable, say beta clients and industry experts

 Wednesday 12.2.09
Like Tom Turkey, many RIAs were thankful to survive 2009

Taking A Break From the Turkey?
RIABiz's top 10 stories from the past month offer a window into what RIAs care about

 Thursday 11.26.09
Jim Scanlon: I was not a big producer so [my boss] could say: I need you to be in this meeting.

How TD Ameritrade wins clients $47 million at a time
UBS brokers double take-home pay with breakaway

 Friday 11.13.09
Reed Colley: “We’re working on some really great ideas including CRM integration, workflow analysis and advisor communities

Black Diamond green lights beta testing of Blue Sky
Reed Colley is wise not rest on his laurels, observers say

 Thursday 10.29.09
Reed Colley: “If we can’t make an advisor happy, we encourage them to find another solution that will.”

Black Diamond is winning big accounts from Advent at an impressive clip
The Florida-based upstart has tripled its pipeline of customers since 2008

 Monday 10.26.09
Suresh Kumar: Black Diamond is best of breed

Black Diamond nabs Pershing account
Relative upstart software provider wins another high-profile account

 Friday 8.7.09
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