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Articles tagged "Advent"


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Brian Holmes: Client in the ultra high net worth (arena) are eager to refer.
April 12, 2011 at 2:49 PM

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

April 12, 2011 at 2:49 PM

A technology platform decision by Presidio's Paul Boscacci sparked a story that led the RIABiz rankings for March.
April 1, 2011 at 2:11 PM

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

March 17, 2011 at 2:17 PM

Rob Klapprodt: "We really pride ourselves on not limiting how our clients do business."

Giant of the broker-dealer tech world takes aim at Advent

Vestmark tailors its platform for RIAs to take advantage of breakaway trends

March 9, 2011 at 3:21 PM

Tejal and Rahul Shah: I was on the phone like Jerry Maguire, Rahul says, I had all my e-mails prepared for clients and I pushed send, send, send.

Why one Merrill Lynch advisor needed to break away twice to become an RIA

Rahul Shah's first breakout attempt to Wachovia's FiNet fizzled and, his wife, Tejal Shah masterminded the second effort

February 22, 2011 at 6:23 AM

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

February 9, 2011 at 3:14 PM

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

January 6, 2011 at 2:19 PM

Marty Bicknell: It’s definitely about growth geographically, and we’ve struggled with it.

Big Midwestern RIA buys itself a national presence in deal with CBIZ

Mariner Holdings passes $8 billion of AUM; still eyeing $50 billion

January 4, 2011 at 3:07 PM

Mark Hurley touched a nerve in 2010 by questioning the enterprise value of RIA practices.

The next 20 top stories and what they say about where the RIA business is headed

Big companies, big innovators, exclusive conferences and the 401(k) market riveted advisor attention

December 29, 2010 at 2:45 PM

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

December 6, 2010 at 6:10 AM

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

November 9, 2010 at 6:46 AM

Michael Lee: If our systems are playing well with the custodian, we don’t want to fix what’s not broken.

Fidelity Institutional and Black Diamond tie the knot through WealthCentral

The companies promise 'bi-directional' integration

September 23, 2010 at 12:44 PM

Peter Hess: With 3300 users, Axys is here to stay...that said, the Axys clients I’ve spoken with at the Conference are really excited about APX.

Advent founder urges advisors to steer away from 'disruptive' course of switching systems

DiMarco cautions that a firm's ROI can be imperiled during the intense process

September 22, 2010 at 4:01 AM

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

September 17, 2010 at 3:15 AM

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