Articles tagged "Dave Welling"
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Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range
The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price
December 13, 2012 at 4:58 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
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
Black Diamond is setting its sights on smaller advisors and other things I learned over breakfast with Reed Colley
Advent Custodial Data and Moxy are now part of the Black Diamond arsenal and pricing may become attainable for small RIAs with moxie
June 6, 2012 at 2:44 AM
Never mind Tamarac, Envestnet is getting RIAs on board with its own stand-alone software
Four principals of RIAs sized $25 million to $2 billion in AUM talk about why they just switched to Vantage from other providers
April 16, 2012 at 4:24 AM
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
March 2, 2012 at 4:24 PM
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
