Articles tagged "Advent Software"


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Why the RIA business starts 2016 without its swagger: 2014 and 2015

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

January 11, 2016 — 11:42 PM UTC

SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond

Pete Hess will be the asset management czar and David Welling will rule all things RIA in the new framework

July 23, 2015 — 6:32 PM UTC

Advent Software hits the local news in Jacksonville

Florida Gov. Rick Scott comes calling as the software maker's East Coast hub hits 145 employees with plans for a quick doubling

April 28, 2014 — 11:56 PM UTC

Why Morningstar's purchase of ByAllAccounts might be a bigger deal than its paltry $28-million price tag shows

The Chicago firm becomes the king of charging for held-away assets facilitation and has a view into the data of its competitors

April 2, 2014 — 5:49 AM UTC

How RIAs are helping their clients participate in confusing lawsuits

2008-2009 market meltdown settlements are just now coming to fruition, and giant RIAs are signing up with a filing firm to get in on the action

May 1, 2013 — 5:13 AM UTC

Focus Financial gets its first beachhead in HighTower's backyard -- buying an exhibit-A organic-growth RIA with a hankering to go inorganic

Vestor Capital was born in the 1980s as an accounting firm with a dream, and now Brian Baker wants more

October 12, 2012 — 3:10 AM UTC

Peter Hess will take the CEO reins at Advent Software

The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June

January 6, 2012 — 3:57 PM UTC
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