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Articles tagged "Skiles"

Dan Skiles is adding RedBlack and Total Rebalance Expert to the SSG repertoire. Even small RIAs can benefit, he says.

Volatile markets spark interest in rebalancing software - along with questions about how much is necessary
The Wall Street Journal publishes an article looking at rebalancing's efficacy and tops execs at Tamarac and RedBlack offer thoughts

Wednesday 11.9.11
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
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
Dan Skiles: It doesn’t matter from a passion standpoint whether the RIA has $50 million or $2 million

How Schwab's top tech executive for RIAs ended up with a fledgling competitor
Dan Skiles makes conscious decision to stop his 'Up in the Air' life and discovers the joys of being an entrepreneur

Monday 1.11.10
Peter Mangan: [RIAs] like that we’re a boutique operation

A small RIA custodian in San Diego faces a new challenge: accelerating growth [updated]
Peter Mangan is creating a company that resembles the old Jack White more every day

Monday 1.11.10
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
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