Articles tagged "Black Diamond"
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Advent Software is for sale, with Frank Quattrone as the sales agent, reports say
The owner of Black Diamond is well along in the process of seeking someone to take it private, according to a Reuters report and anonymous RIABiz sources
March 13, 2013 at 9:12 PM
How Black Diamond is working out -- or not -- as Advent's agent of deliberate cannibalization
The great migration from Axys to Blue Sky is still not a torrent -- and has actually slowed from pre-merger days -- thanks to an unforeseen psychological freeze from Axys clients
March 6, 2013 at 3:42 AM
HighTower grabs sought-after $650 million Merrill Lynch 'life sciences' team and shrugs off recent deal slowdown
In the old money town of Philadelphia, the strategic buyer is 'planting a flag' and going after new wealth created in the biotech realm
February 20, 2013 at 5:58 PM
How I picked technology -- from Black Diamond-in-SSG to Dudamobile -- to use in my startup RIA
We're free of legacy systems and just in time for mobile computing, cloud storage, and social media's adoption by the masses
February 12, 2013 at 5:23 PM
Top 12 crucial technology happenings affecting RIAs in 2012, Part 2
Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list
January 22, 2013 at 4:15 AM
Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range
The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price
December 13, 2012 at 4:58 AM
Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market
With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers
November 26, 2012 at 5:42 PM
The 2012 Schwab IMPACT conference comes off with a theatrical flair
Bernie Clark all but donned top hat and tails for a dramatic presentation of upcoming initiatives, and a last-minute celeb subbed for a famed basketball coach
November 15, 2012 at 8:49 PM
Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life
Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms
November 14, 2012 at 5:23 PM
Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now
Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged
October 31, 2012 at 6:54 PM
Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab
With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares
September 13, 2012 at 4:44 AM
12 questions for Peter Hess
The freshly minted CEO talks about playing catch-up with cloud technology, Advent's acquisition plans and his continuing partnership with Reed Colley
September 13, 2012 at 4:41 AM
TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization
The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance
August 14, 2012 at 3:47 AM
Why the San Francisco Bay area is almost certainly the capitol of the RIA business
Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter
July 23, 2012 at 3:31 AM
Luring a $330 million team away from UBS, HighTower opens first San Diego office
After five years at Smith Barney, HighTower convinces the team to complete second big move in five years
