Articles tagged "Advent"
Headline
Publish date
Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud
Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians
June 19, 2012 at 4:02 AM
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
June 6, 2012 at 2:44 AM
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
May 21, 2012 at 3:34 AM
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
March 2, 2012 at 4:24 PM
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
February 23, 2012 at 4:03 AM
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
February 21, 2012 at 6:27 AM
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
January 4, 2012 at 5:46 AM
How Black Diamond is faring as a unit of Advent Software
Signs are very good though at a cost because of the sales structure
December 19, 2011 at 3:49 AM
One California RIA gathers about $40 million of assets monthly by tapping institutions
Founder and CIO of Saratoga Research & Investment Management concentrates on generating primo returns in the quest for $2 billion of AUM
December 15, 2011 at 6:35 AM
Orion wins a $2-billion RIA account from Advent after two very long drives across the prairie
The second round-trip Omaha-to-Kansas City drive -- three years after the first -- led to the win of Mariner Wealth Advisors' private client assets
December 13, 2011 at 5:03 AM
After defecting from Schwab a year ago, Mike Golaszewski departs Pershing
The techie helped develop strategies and websites for both companies
November 28, 2011 at 5:27 AM
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
September 15, 2011 at 4:41 AM
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
September 13, 2011 at 3:19 AM
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
September 1, 2011 at 12:04 PM
Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs
