Mar 2, 2012
Advent keeps a $2 billion one-foot-out-the-door RIA thanks to Black Diamond buy
RMB Capital Management had been with Advent since it opened its doors in 2005 but was feeling the need for a change
Tag
Black Diamond
135 articles
Articles tagged "Black Diamond"
Page 6 of 9Feb 23, 2012
As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3
The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways
Feb 21, 2012
Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard
Jan 20, 2012
Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women
Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA
Jan 18, 2012
Tamarac shuts out Black Diamond from integration
The Seattle-based software company says it's a data issue but Black Diamond says it'll expend resources to serve mutual clients
Dec 19, 2011
How Black Diamond is faring as a unit of Advent Software
Signs are very good though at a cost because of the sales structure
Sep 18, 2011
An advertiser's-eye view from among the booths of the FPA convention's exhibit hall
Technology companies, Chubb, TD Ameritrade and BrightScope get special notice
Sep 15, 2011
Advent and Black Diamond are looking like soul mates but the Axys-to-BlueSky 'Easy Button' is still on the to-do list
The merged companies still maintain a vision of converting Axys users to BlueSky in a few clicks of the mouse
Sep 13, 2011
AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments
The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering
Sep 1, 2011
How Advent plans to make money with purchase of 'break-even' Black Diamond
Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable
Aug 23, 2011
Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs
Aug 22, 2011
Former Northern Trust CIO brings a cool billion and lofty credentials to HighTower
The RIA-to-RIA spin-away advisor will hold down offices in Seattle and Minneapolis and build support teams from scratch
Aug 2, 2011
Fearless Merrill Lynch team breaks away with $1 billion in broad daylight
Paul Pagnato and David Karp started their day in Washington DC and ended up in Reston, Va.
Jul 20, 2011
Update on Black Diamond-Advent merger
The sales teams are staying separate but sharing training this week
Jul 15, 2011
Private Client Resources is a software darling of private banks but can it conquer RIAs?
The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs