Articles tagged "Todd Gottula"
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Advent unveils new logo at its annual San Francisco conference -- after discarding one that failed to elicit a sense of the progressive from RIAs
From signage to stationery to T-shirts to a new tech platform, Advent aims to move past its safe-as-houses reputation and up into the cloud
September 23, 2013 at 6:24 PM
How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host
WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts
April 4, 2013 at 7:02 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
