Articles tagged "Dave Welling"


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Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion

The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer

August 3, 2017 — 4:43 PM UTC

Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

May 25, 2016 — 2:49 PM UTC

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event

The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

April 25, 2016 — 7:41 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

How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs

David Benskin is bringing on talent from eMoney, Black Diamond and Envestnet to grow Wealth Access

June 25, 2015 — 5:13 PM UTC

Pete Hess will shop for software firms to build in-house Black Diamond bundle

The Advent CEO says his firm, under SS&C ownership, will consider buying CRM, financial planning and rebalancing firms

June 18, 2015 — 2:45 PM UTC

Peter Hess delivers Advent Direct specifics at AdventConnect as Dave Welling wows with Black Diamond's cloud advance

RIAs on a market high absorbed Advent Software's efforts to press skyward under rainy Las Vegas skies

September 11, 2014 — 3:40 PM UTC

Two years in, Advent Software gives itself a Sept. 30 deadline to release the middleware that will draw Axys users into the Cloud

Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives

May 29, 2014 — 2:34 AM UTC

Charles Goldman recruits his one-time Schwab leftenant to be his right-hand woman at AssetMark

Cathy Clauson fills newly created position related to TAMP sales

April 25, 2014 — 12:08 AM UTC

The 2013 MarketCounsel Summit is heavy on future shock

A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg

December 16, 2013 — 7:44 AM UTC

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 — 4:58 AM UTC

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 — 6:54 PM UTC

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 — 4:44 AM UTC

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 — 4:41 AM UTC

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

June 6, 2012 — 2:44 AM UTC