News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "Reed Colley"



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
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
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
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
Peter Hess drove the Advent-Black Diamond merger and may have created an RIA-friendly monster.

The 10 most influential figures in the RIA business going into 2012, Part 2
These advisors and executives made dramatic moves that advanced the business of registered investment advisors

Wednesday 1.4.12
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
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
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
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
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
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
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
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

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2014


    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Todd Clarke: Advisors who are being advised to sell their businesses in order to
17 shares
Why shock-and-awe over low succession planning rates is unhelpful and distasteful

Jason Del Col: Our vision of the next-generation of an RIA office is they can service $200 million to $300 million with a support team in Dallas and not a lot of infrastructure.
4 shares
In calculated gamble, United Capital begins to build, not buy, growth in major cities

Before boomers turned into Bobos, they were characterized as “selfish, entitled and unwilling to grow up.”
3 shares
A New York Times article gets real on the topic of marketing to millennials

Ryan Marcus: I said: I don't care what it takes.
3 shares
Fresh off an RBC exit, Ryan Marcus lands with Joe Duran

Brigitte Posch:This is a risk that we believe is currently underestimated by the market and is the key basis for our negative view on the sector.
1 shares
Babson Capital's Brigitte Posch travels to Russia with an entourage and comes away with a


Get the RIABiz Today
Email Alert »