Articles tagged "Black Diamond"
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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
September 8, 2010 at 5:09 AM
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
August 3, 2010 at 2:53 AM
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
July 23, 2010 at 3:54 AM
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
July 16, 2010 at 3:27 AM
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
June 28, 2010 at 7:28 AM
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
June 21, 2010 at 6:19 AM
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
May 11, 2010 at 6:07 AM
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
May 10, 2010 at 6:34 AM
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
March 26, 2010 at 5:54 AM
Orion is outshining competitors in the eyes of some RIAs
The Omaha-based portfolio management outsourcer is winning on service and innovation
March 17, 2010 at 5:44 AM
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
March 16, 2010 at 5:10 AM
Black Diamond adds a Fidelity veteran to its sales team
Karen Lisowski will work from San Francisco
March 15, 2010 at 12:56 PM
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
February 22, 2010 at 3:42 PM
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
February 16, 2010 at 5:53 AM
Former Schwab RIA veteran lands with Black Diamond
Welling looks to bring his big-company experience to fast-growing software firm
