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Articles tagged "Colley"

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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
Nancy Ma-Apfel: The buzz in the industry and from clients helped convince her to jump from Schwab to Black Diamond.

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
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

January 25, 2010 at 6:42 AM
Reed Colley: “If we can’t make an advisor happy, we encourage them to find another solution that will.”

Black Diamond is winning big accounts from Advent at an impressive clip

The Florida-based upstart has tripled its pipeline of customers since 2008

October 26, 2009 at 5:11 AM
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