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Black Diamond is setting its sights on smaller advisors and other things I learned over breakfast with Reed Colley

Advent Custodial Data and Moxy are now part of the Black Diamond arsenal and pricing may become attainable for small RIAs with moxie

Wednesday, June 6, 2012 – 2:44 AM by Brooke Southall
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Reed Colley: We don't make people pay twice for two programs.

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Top Executive: Peter Mangan




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