Jul 13, 2011
Big Morgan Stanley team on the Beltway hightails it to HighTower on second thought
The learning curve required for complete independence looked unpalatable when it came to decision time
Tag
Black Diamond
135 articles
Articles tagged "Black Diamond"
Page 7 of 9Jun 29, 2011
How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
Jun 21, 2011
Five recent articles that show the RIA business just keeps hitting milestones
Advent buys Black Diamond, Carson goes RIA, Duran champions consolidation, Schwab goes full-out into franchises, Brightscope grades RIAs
Jun 6, 2011
One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives
Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond
May 16, 2011
A blessing from Charles Goldman helped seal the Advent-Black Diamond deal
Executives were ready to pull the trigger but wanted reassurances about how elements of the RIA market would react
May 13, 2011
Why Advent and Black Diamond are merging and how advisors look at the deal
The rival software makers hit it off after their top execs had a February phone call
May 12, 2011
Advent to buy Black Diamond for $73 million
The big San Francisco provider will purchase one of its scrappiest competitors
Apr 19, 2011
Trust Company of America adds inexpensive Black Diamond technology -- in its own way
Certain advisors want hyper-customized performance reporting
Apr 12, 2011
The inside story of a giant RIA's move to Tamarac from Advent
The Seattle-based provider delivers Schwab PortfolioCenter, with a flair, to $2-billion Signature Estate
Apr 1, 2011
The RIABiz Top 10 for March: High drama in the tech world; and the 401(k) revolt
The RIABiz Directory hits 300 listings
Mar 17, 2011
Black Diamond wins a $4-billion RIA right in Advent's backyard
Presidio execs said they appreciated Peter Hess's involvement, but passed on fellow San Francisco firm
Feb 9, 2011
How Harter broke away from Morgan Stanley Smith Barney to find new vendors -- and found old friends
Citi wealth management alumni are deeply entrenched at Fidelity and Dynasty Financial Partners and working on better mousetraps
Jan 18, 2011
Asset Dedication, Mariner Holdings, California Investment Trust and BondDesk make key hires
Hiring moves by advisory business firms show labor market is picking up
Jan 6, 2011
How Orion Advisor Services became a mobile device pioneer and how competitors plan to react
The first-mover edge may hold for a while for Black Diamond and Orion
Dec 13, 2010
What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?
Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate