Articles tagged "Black Diamond"
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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
August 23, 2011 at 5:55 AM
Former Northern Trust CIO brings a cool billion and lofty credentials to HighTower
The RIA-to-RIA spin-away advisor will hold down offices in Seattle and Minneapolis and build support teams from scratch
August 22, 2011 at 2:57 PM
Fearless Merrill Lynch team breaks away with $1 billion in broad daylight
Paul Pagnato and David Karp started their day in Washington DC and ended up in Reston, Va.
August 2, 2011 at 5:58 AM
Update on Black Diamond-Advent merger
The sales teams are staying separate but sharing training this week
July 20, 2011 at 3:07 PM
Private Client Resources is a software darling of private banks but can it conquer RIAs?
The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs
July 15, 2011 at 3:02 PM
Big Morgan Stanley team on the Beltway hightails it to HighTower on second thought
The learning curve required for complete independence looked unpalatable when it came to decision time
July 13, 2011 at 2:12 PM
How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
June 29, 2011 at 3:06 PM
Five recent articles that show the RIA business just keeps hitting milestones
Advent buys Black Diamond, Carson goes RIA, Duran champions consolidation, Schwab goes full-out into franchises, Brightscope grades RIAs
June 21, 2011 at 2:44 PM
One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives
Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond
June 6, 2011 at 2:57 PM
A blessing from Charles Goldman helped seal the Advent-Black Diamond deal
Executives were ready to pull the trigger but wanted reassurances about how elements of the RIA market would react
May 16, 2011 at 2:19 PM
Why Advent and Black Diamond are merging and how advisors look at the deal
The rival software makers hit it off after their top execs had a February phone call
May 13, 2011 at 2:27 PM
Advent to buy Black Diamond for $73 million
The big San Francisco provider will purchase one of its scrappiest competitors
May 12, 2011 at 9:32 PM
Trust Company of America adds inexpensive Black Diamond technology -- in its own way
Certain advisors want hyper-customized performance reporting
