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Articles tagged "David Welling"


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David Welling: PE hold periods may average 5-7 years, but their funds are often in vehicles that can stretch up to 20 years.

Mark Tibergien and Dan Seivert Listen Up! Dave Welling explains why rising private equity involvement in the RIA business is flat-out great

Though not all liquidity comes with good or smart intentions, it beats the alternative: 'Stalled investment stalls growth, stalls innovation in the client experience and caps opportunities for the second generation'

October 22, 2018 at 11:32 PM

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

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

October 24, 2016 at 2:48 PM

David Welling: eMoney has undergone a transformation from planning to a platform. We want Black Diamond to be your platform.

Black Diamond partners with MoneyGuidePro to create a turnkey product

David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration

June 15, 2015 at 3:30 PM

Dave Welling accepts congrats from Gov. Rick Scott in Florida for creating a mini-Silicon Valley in Jacksonville.

Advent Software hits the local news in Jacksonville

Florida Gov. Rick Scott comes calling as the software maker's East Coast hub hits 145 employees with plans for a quick doubling

April 28, 2014 at 11:56 PM

Rob Fiore: Four years ago, it was a $40-million clients size average. We have seen a dramatic shift.

PCR singles out Advent/Black Diamond for reverse predatory pricing in bid to move further downmarket

The Wilton, Conn. white-shoe software firm wants to underscore its ultra-coddling that won private banks

March 3, 2014 at 9:21 PM

David Welling: The large firms are starting to outsource. I feel like the momentum is building. We're in a great spot.

Black Diamond blows the lid off asset growth in Dave Welling's first year in charge

Assets jumped about 65% and the former Schwabbie says that growth is accelerating

February 26, 2014 at 8:00 AM

Alois Pirker: Innovation is now more of a visionary thing, and an appetite thing, rather than about the monetary angle.

The 6 biggest trends affecting the RIA business

Alois Pirker, Mike Durbin and Meredith Rice help RIABiz paint the Big Picture for private wealth management in the U.S. and beyond

February 24, 2014 at 5:35 AM

Reed Colley: I love solving problems and I've not always been the best at implementing solutions.

Reed Colley steps down from executive-level duties after selling Black Diamond

With bucks in the bank and his Advent mission largely accomplished, the 36-year-old entrepreneur is eyeing ventures, offering his two cents at Advent when asked

September 26, 2013 at 3:55 AM

David Welling: We call these 'boomerang' folks. These people make a move as soon as they can get out of their existing contract.

Black Diamond divulges 'unbelievable' data about how Advent is doing, two years after its $73-million buy

The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking

June 26, 2013 at 5:12 AM

Dave Welling: Black Diamond is eager to commit development time to enhance our Tamarac integration.

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

January 18, 2012 at 4:19 AM

David Canter is bringing an open architecture approach to assimilating intellectual capital at Fidelity.

Fidelity gives its execs a one-day crash course in RIA practice management

As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston

October 31, 2011 at 12:37 AM

Rob Fiore: We're finding there's a tremendous amount of activity right now in the RIA space compared to family office and private banks.

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

July 15, 2011 at 3:02 PM

Frank Maiorano: “It’s like Intel inside. Our advantage is that your rebalancing and performance reporting will be part of the process without taking an additional step.”

Trust Company of America adds inexpensive Black Diamond technology -- in its own way

Certain advisors want hyper-customized performance reporting

April 19, 2011 at 11:17 AM

Andrew Lin: All of the competitors are willing to roll up their sleeves but Tamarac didn’t say: We’re the best at everything.

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

April 12, 2011 at 2:49 PM

Charles Goldman: I’m still hungry to do more stuff.

Charles Goldman is seeking his game after tumult and a year of decompression

The former head of Schwab's and Fidelity's RIA units may land in an entrepreneurial venture

December 20, 2010 at 2:23 PM

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