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Content tagged "Black Diamond"



Karen White: We're winning customers from Advent, Black Diamond every quarter.

Addepar has two new 'grown-up' leaders but the same mantra: double down, triple down then quadruple down on engineering
The almost unfathomable Silicon Valley investment being poured into creating wealth management software a catch-up move after decades of falling behind

Monday 7.21.14
Anthony Sperling: We're de-coupling our growth from accounting systems.

Two years in, Advent Software gives itself a Sept. 30 deadline to release the middleware that will draw Axys users into the Cloud
Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives

Thursday 5.29.14
Dave Welling accepts congrats from Gov. Rick Scott in Florida for creating a mini-Silicon Valley in Jacksonville.

Advent Software hits the local news in Jacksonville
Florida Gov. Rick Scott comes calling as the software maker's East Coast hub hits 145 employees with plans for a quick doubling

Monday 4.28.14
Rob Fiore: Four years ago, it was a $40-million clients size average. We have seen a dramatic shift.

PCR singles out Advent/Black Diamond for reverse predatory pricing in bid to move further downmarket
The Wilton, Conn. white-shoe software firm wants to underscore its ultra-coddling that won private banks

Monday 3.3.14
David Welling: The large firms are starting to outsource. I feel like the momentum is building. We're in a great spot.

Black Diamond blows the lid off asset growth in Dave Welling's first year in charge
Assets jumped about 65% and the former Schwabbie says that growth is accelerating

Wednesday 2.26.14
Bill Rourke: If we don’t do this, we don’t get the business.

How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica
The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing

Tuesday 1.21.14
Franklin Tsung (with Tim Welsh to his right and Andy Wang to his left) : This puts the direct purchase option out of reach for the average advisor.

Salesforce rolls out giant product, pricing changes -- a virtual doubling for the direct-sold version that could price out some mainstream RIA practices
As part of a big revamping, Salesforce founder and CEO Marc Benioff will make CRM work on mobile but it may now cost twice as much for the comparable direct-sold product

Thursday 11.21.13
Tom Livergood: Everyone is grappling with the issue.

Why a disconnect between reporting software and advisors to UHNW assets persists -- and what makes the problem so thorny
Many big-time wealth managers are plagued by their own foibles, their clients' peculiar challenges and third-parties who haven't quite gotten a handle on the challenges

Tuesday 11.19.13
Reed Colley: I love solving problems and I've not always been the best at implementing solutions.

Reed Colley steps down from executive-level duties after selling Black Diamond
With bucks in the bank and his Advent mission largely accomplished, the 36-year-old entrepreneur is eyeing ventures, offering his two cents at Advent when asked

Thursday 9.26.13
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
David Welling: We call these 'boomerang' folks. These people make a move as soon as they can get out of their existing contract.

Black Diamond divulges 'unbelievable' data about how Advent is doing, two years after its $73-million buy
The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking

Wednesday 6.26.13
Savneet Singh: With RIAs we had to build our own platform since we weren't integrating into someone else's. As you can imagine that is a big tech build.

How a TAMP, a New York startup, a $14-billion hedge fund and Brinks are part of bringing cold, hard gold closer to RIAs
Merrill Lynch was first to put Gold Bullion International at advisor fingertips, but now Envestnet will make it easier for independents

Friday 4.5.13
Frank Quattrone's magic did not produce an opportunity for Advent better than what it had in-house.

After 'anxiety' rises, Advent Software calls off plans to seek a buyer
The gorilla provider of portfolio accounting to RIAs will go it alone after casting about for white knight

Monday 3.18.13
Peter Hess has been putting Advent through a crash course of reinvention but now he may be seeking a buyer.

Advent Software is for sale, with Frank Quattrone as the sales agent, reports say
The owner of Black Diamond is well along in the process of seeking someone to take it private, according to a Reuters report and anonymous RIABiz sources

Wednesday 3.13.13
Peter Hess: They don't feel the same urgency.

How Black Diamond is working out -- or not -- as Advent's agent of deliberate cannibalization
The great migration from Axys to Blue Sky is still not a torrent -- and has actually slowed from pre-merger days -- thanks to an unforeseen psychological freeze from Axys clients

Wednesday 3.6.13
Mindy Diamond: You can imagine the size of transition packages that he was offered and turned down.

HighTower grabs sought-after $650 million Merrill Lynch 'life sciences' team and shrugs off recent deal slowdown
In the old money town of Philadelphia, the strategic buyer is 'planting a flag' and going after new wealth created in the biotech realm

Wednesday 2.20.13
Lyman Howard: We feel we could have gotten away with cobbling together some freeware ... That option, however, would have left us with zero customer service.

How I picked technology -- from Black Diamond-in-SSG to Dudamobile -- to use in my startup RIA
We're free of legacy systems and just in time for mobile computing, cloud storage, and social media's adoption by the masses

Tuesday 2.12.13
All roads led to Silicon Valley as technology firms serving the financial advisory industry found their groove.

Top 12 crucial technology happenings affecting RIAs in 2012, Part 2
Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list

Tuesday 1.22.13
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
Mike Paulus: We're not just a Black Diamond replacement for RIAs.

Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market
With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers

Monday 11.26.12
The IMPACT production team went all-out to craft a dramatic backdrop for Bernie Clark's opening remarks.

The 2012 Schwab IMPACT conference comes off with a theatrical flair
Bernie Clark all but donned top hat and tails for a dramatic presentation of upcoming initiatives, and a last-minute celeb subbed for a famed basketball coach

Thursday 11.15.12
Neesha Hathi: We think we can bite this off.

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life
Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms

Wednesday 11.14.12
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
Ben Welch: This is a big advancement.

TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization
The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance

Tuesday 8.14.12
When the fog lifts, San Francisco has a case to make.

Why the San Francisco Bay area is almost certainly the capitol of the RIA business
Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter

Monday 7.23.12
Drew Nordlicht: We spent more of our time explaining the trust aspect of the firm.

Luring a $330 million team away from UBS, HighTower opens first San Diego office
After five years at Smith Barney, HighTower convinces the team to complete second big move in five years

Tuesday 7.3.12
Mike Paulus: Our goal is to be transformative from a technology perspective.

Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up
The Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices

Monday 6.11.12
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
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
Abby Salameh: Joe was seriously stressed-out.

5 ways for stressed-out advisors to build a more efficient practice
Delegate, streamline, lean on your CRM, leverage resources, go mobile or tap the untried talents of your receptionist -- all ways to do more of what you love to do

Friday 5.4.12
Michael Araiz: We realized this was more than a meet and greet.

A hungry NYC-based firm takes aim at a bigger future by signing on with Dynasty Financial Partners
Further Lane kept hearing about the vendor of vendors -- then paid a visit, and also put Black Diamond and Callan in its cart

Friday 5.4.12
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
Diane Russell:  It's just not been at the top of advisors' lists for running their businesses.

Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future
Many providers are stuck at 10% mobile adoption rate, but Fidelity has hit 40% and Orion 30% with their RIA clients

Monday 3.19.12
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
Ed O'Brien says CRM is an appropriate hub for an advisor system of technology under certain circumstances.

As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3
The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways

Thursday 2.23.12
Bill Crager: I think advisors are going to want something more end to end...we think that's going to be a competitive difference.

Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard

Tuesday 2.21.12
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
Dave Welling: Black Diamond is eager to commit development time to enhance our Tamarac integration.

Tamarac shuts out Black Diamond from integration
The Seattle-based software company says it's a data issue but Black Diamond says it'll expend resources to serve mutual clients

Wednesday 1.18.12
Reed Colley: We continue to have our best quarters.

How Black Diamond is faring as a unit of Advent Software
Signs are very good though at a cost because of the sales structure

Monday 12.19.11
Frank Noto saw no sun in San Diego as the FPA conference warmed to its task.

An advertiser's-eye view from among the booths of the FPA convention's exhibit hall
Technology companies, Chubb, TD Ameritrade and BrightScope get special notice

Sunday 9.18.11
Peter Hess: It's so much better (collaborating) than if we're at opposite sides of the country wondering what the other side is doing.

Advent and Black Diamond are looking like soul mates but the Axys-to-BlueSky 'Easy Button' is still on the to-do list
The merged companies still maintain a vision of converting Axys users to BlueSky in a few clicks of the mouse

Thursday 9.15.11
Ted Rich will consider switching from RedBlack's rebalancing software to the new Black Diamond offering.

AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments
The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering

Tuesday 9.13.11
Peter Hess: We are continuing to aggressively reinvest Black Diamond’s profits back into the business to accelerate our ability to expand [its] feature set and serve even more clients.

How Advent plans to make money with purchase of 'break-even' Black Diamond
Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable

Thursday 9.1.11
Frank Germack: We wanted to show performance and we also wanted the ability to aggregate accounts as part of it.

Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs

Tuesday 8.23.11
Margaret Towle: I'm really excited about the partnership structure.

Former Northern Trust CIO brings a cool billion and lofty credentials to HighTower
The RIA-to-RIA spin-away advisor will hold down offices in Seattle and Minneapolis and build support teams from scratch

Monday 8.22.11
Many of Paul Pagnato and David Karp's clientele have security concerns so they keep a low profile - including no photos.

Fearless Merrill Lynch team breaks away with $1 billion in broad daylight
Paul Pagnato and David Karp started their day in Washington DC and ended up in Reston, Va.

Tuesday 8.2.11
David Welling: We are being careful not to tackle too many 'integration' projects out of the gate.

Update on Black Diamond-Advent merger
The sales teams are staying separate but sharing training this week

Wednesday 7.20.11
Rob Fiore: We're finding there's a tremendous amount of activity right now in the RIA space compared to family office and private banks.

Private Client Resources is a software darling of private banks but can it conquer RIAs?
The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs

Friday 7.15.11
Jeff Grinspoon faced one interesting breakaway challenge relating to his 100 year-old grandmother.

Big Morgan Stanley team on the Beltway hightails it to HighTower on second thought
The learning curve required for complete independence looked unpalatable when it came to decision time

Wednesday 7.13.11
Sunit Bhalla: I can log into my bank in seven keystrokes.

How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

Wednesday 6.29.11
Dave Welling may play a pivotal role in whether Advent's Black Diamond acquisition makes the combined entity more like the Google or Microsoft of portfolio management systems.

Five recent articles that show the RIA business just keeps hitting milestones
Advent buys Black Diamond, Carson goes RIA, Duran champions consolidation, Schwab goes full-out into franchises, Brightscope grades RIAs

Tuesday 6.21.11
Benjamin Baldwin: I did my August monthly statements for my clients, had them up on the website by the first week of the month, and they were already completely out of date!

One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives
Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond

Monday 6.6.11
Charles Goldman made sure that Advent had its talking points ready.

A blessing from Charles Goldman helped seal the Advent-Black Diamond deal
Executives were ready to pull the trigger but wanted reassurances about how elements of the RIA market would react

Monday 5.16.11
Peter Hess: Black Diamond had emerged as the pre-eminent player in [the RIA] space.

Why Advent and Black Diamond are merging and how advisors look at the deal
The rival software makers hit it off after their top execs had a February phone call

Friday 5.13.11
Reed Colley is selling his firm for more than three times what Techfi received in a similar deal

Advent to buy Black Diamond for $73 million
The big San Francisco provider will purchase one of its scrappiest competitors

Thursday 5.12.11
Frank Maiorano: “It’s like Intel inside. Our advantage is that your rebalancing and performance reporting will be part of the process without taking an additional step.”

Trust Company of America adds inexpensive Black Diamond technology -- in its own way
Certain advisors want hyper-customized performance reporting

Tuesday 4.19.11
Andrew Lin: All of the competitors are willing to roll up their sleeves but Tamarac didn’t say: We’re the best at everything.

The inside story of a giant RIA's move to Tamarac from Advent
The Seattle-based provider delivers Schwab PortfolioCenter, with a flair, to $2-billion Signature Estate

Tuesday 4.12.11
A technology platform decision by Presidio's Paul Boscacci sparked a story that led the RIABiz rankings for March.

The RIABiz Top 10 for March: High drama in the tech world; and the 401(k) revolt
The RIABiz Directory hits 300 listings

Friday 4.1.11
Presidio's Paul Boscacci: Advent has just been a little arrogant in their approach, but they’re changing that.

Black Diamond wins a $4-billion RIA right in Advent's backyard
Presidio execs said they appreciated Peter Hess's involvement, but passed on fellow San Francisco firm

Thursday 3.17.11
Ed Orazem was one of a fistful of former Citi executives that Alan Harter got back in his camp.

How Harter broke away from Morgan Stanley Smith Barney to find new vendors -- and found old friends
Citi wealth management alumni are deeply entrenched at Fidelity and Dynasty Financial Partners and working on better mousetraps

Wednesday 2.9.11
Jim Alfred is joining Asset Dedication after stints at Advent Software and Black Diamond

Asset Dedication, Mariner Holdings, California Investment Trust and BondDesk make key hires
Hiring moves by advisory business firms show labor market is picking up

Tuesday 1.18.11
Aaron Grey: People working with us don’t have to sacrifice anything in terms of life’s little conveniences.

How Orion Advisor Services became a mobile device pioneer and how competitors plan to react
The first-mover edge may hold for a while for Black Diamond and Orion

Thursday 1.6.11
Shirl Penney: We wanted [the company] built to last rather than built to flip.

What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?
Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate

Monday 12.13.10
Jonathan Heck: The Axys software might as well be an entirely separate business and it’s in run-off mode.

Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst's report
The San Francisco-based leader is slow to react with new technology, web-based solutions, pricing, and ease of upgrades and integration, the report says

Monday 12.6.10
The Morgia Group breakaway to HighTower Advisors and Fidelity proceeded despite the big snow in Watertown, N.Y.

HighTower veteran helps Morgan Stanley Smith Barney team break away upstate New York style
A breakaway story from the perspective of the facilitator

Tuesday 11.30.10
Boston Convention Center: Advisors were swarming exhibitor booths for much of IMPACT 2010

Eight software vendors give insider accounts of their IMPACT 2010 booth experiences
Non-stop booth traffic -- including visits from giant RIAs -- suggests advisors came to Boston in a code-buying mood

Tuesday 11.9.10
Matt Abar: It’s extremely crowded in the [software-as-a-service] area right now.

FinFolio and Black Diamond are hiring top sales talent
Both companies see plenty of ready buyers for next-gen portfolio management systems

Monday 11.8.10
Eric Higginbotham explained that his company has many technological objectives but the iPad app won priority status.

Black Diamond releases BlueSky Mobile for the iPad
Leaving nothing to chance, the Florida up-and-comer is including the Apple tablets in the deal

Wednesday 10.20.10
Mike Williams: We’ve been completely rewriting our reporting capability to get it up to this day and age.

Schwab PortfolioCenter may be poised to shed its utilitarian image
Long a favorite for the small RIA, its spiffier reports and early admission in Schwab's grand technology plan give it a bigger future

Friday 9.17.10
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: Every time there's a merger, clients are disrupted.

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

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 BlueSky
Reed Colley is wise to 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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