Articles tagged "Advent"
Headline
Publish date
After 'anxiety' rises, Advent Software calls off plans to seek a buyer
The gorilla provider of portfolio accounting to RIAs will go it alone after casting about for white knight
March 18, 2013 at 8:04 PM
Advent Software is for sale, with Frank Quattrone as the sales agent, reports say
The owner of Black Diamond is well along in the process of seeking someone to take it private, according to a Reuters report and anonymous RIABiz sources
March 13, 2013 at 9:12 PM
How Black Diamond is working out -- or not -- as Advent's agent of deliberate cannibalization
The great migration from Axys to Blue Sky is still not a torrent -- and has actually slowed from pre-merger days -- thanks to an unforeseen psychological freeze from Axys clients
March 6, 2013 at 3:42 AM
Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities
Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening
February 25, 2013 at 4:52 AM
Top 12 crucial technology happenings affecting RIAs in 2012, Part 2
Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list
January 22, 2013 at 4:15 AM
Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market
With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers
November 26, 2012 at 5:42 PM
The 2012 Schwab IMPACT conference comes off with a theatrical flair
Bernie Clark all but donned top hat and tails for a dramatic presentation of upcoming initiatives, and a last-minute celeb subbed for a famed basketball coach
November 15, 2012 at 8:49 PM
Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life
Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms
November 14, 2012 at 5:23 PM
Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden
Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way
November 9, 2012 at 3:17 AM
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 at 6:54 PM
Zephyr gets sold again, this time to a subsidiary of a Swiss giant
Leading the way is Will Clemens, an ex-Advent Software executive, who will continue to run the unit from the shores of Lake Tahoe
October 12, 2012 at 3:06 AM
Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro
The Jersey City-based clearing and custody company is filling the big shoes of its former chief information officer with two of his former underlings
October 9, 2012 at 4:22 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
September 13, 2012 at 4:44 AM
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 at 4:41 AM
Why the San Francisco Bay area is almost certainly the capitol of the RIA business
Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter
