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Black Diamond (An independent business group of Advent)

7 articles

Articles tagged "Black Diamond (An independent business group of Advent)"

Rachel Cameron: I’m very familiar with DPL’s team and technology.

Dec 13, 2022

DPL Financial makes 'happy thing' hire of Rachel Cameron, the Black Diamond alumna who wired as much as 40% of all their net flows

The Louisville, Ky., annuities supermarket credits her with having the vision to rid the held-away-asset stigma from annuities.

Eric Poirier: We’re on track for an even stronger third quarter.

Sep 29, 2020

Addepar now counts 20% of Barron's Top-100 RIAs as clients, but Tamarac, SS&C Black Diamond and Orion all retain an edge

Now 11-years-old and getting RIA religion, the Mountain View, Calif., VC creation shared numbers that put it on the doorstep of big milestones -- if enough alts-minded prospects are still there for the taking.

Larry Shumbre: Riskalyze doesn't work for any advisor who knows the basics of risk.

Mar 30, 2018

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal

Fielding Miller: We had it narrowed it down to Tamarac and Black Diamond.

Jan 4, 2018

CAPTRUST dumps Advent and Microsoft, flirts with Tamarac and Salesforce, then hires Black Diamond and Microsoft

As CAPTRUST switches gears from its $240-billion 401(k) business to its $6-billion wealth manager, it is forced to make mammoth and wrenching software moves

Bill Stone: We are investing $150 million cash in R&D every year.

Sep 15, 2017

SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency

'Intense' SS&C CEO Bill Stone let 1,000-strong attendees know they are part of $500-million cash cow not afraid to make strategic purchases

Bill Rourke: You don't need a program to make it work. Everyone else is doing APIs. We're doing connections.

Oct 24, 2016

Advent's parent buys Salentica to bolster Black Diamond CRM

SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise

Black Diamond (An independent business group of Advent)

Articles tagged "Black Diamond (An independent business group of Advent)"

DPL Financial makes 'happy thing' hire of Rachel Cameron, the Black Diamond alumna who wired as much as 40% of all their net flows

Addepar now counts 20% of Barron's Top-100 RIAs as clients, but Tamarac, SS&C Black Diamond and Orion all retain an edge

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

CAPTRUST dumps Advent and Microsoft, flirts with Tamarac and Salesforce, then hires Black Diamond and Microsoft

SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency

Advent's parent buys Salentica to bolster Black Diamond CRM

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