Articles tagged "Colley"

HeadlinePublish date

Fidelity Institutional and Black Diamond tie the knot through WealthCentral

The companies promise 'bi-directional' integration

September 23, 2010 — 12:44 PM UTC

Black Diamond nabs a Schwab veteran as it gears up for new service approach

Fast-growing software provider is creating separate service team to transfer RIA performance history

August 3, 2010 — 2:53 AM UTC

Former Schwab RIA veteran lands with Black Diamond

Welling looks to bring his big-company experience to fast-growing software firm

January 25, 2010 — 6:42 AM UTC

Black Diamond is winning big accounts from Advent at an impressive clip

The Florida-based upstart has tripled its pipeline of customers since 2008

October 26, 2009 — 5:11 AM UTC
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