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21 articles
The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer
Pete Hess will be the asset management czar and David Welling will rule all things RIA in the new framework
The Advent CEO says his firm, under SS&C ownership, will consider buying CRM, financial planning and rebalancing firms
RIAs on a market high absorbed Advent Software's efforts to press skyward under rainy Las Vegas skies
Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives
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
The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking
The great migration from Axys to Blue Sky is still not a torrent -- and has actually slowed from pre-merger days -- thanks to an unforeseen psychological freeze from Axys clients
Reed Colley switches coasts as new hire Mike Golaszewski heads the other way to Jacksonville and the Advent-Black Diamond sales teams merge
The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June
These advisors and executives made dramatic moves that advanced the business of registered investment advisors
Signs are very good though at a cost because of the sales structure
The merged companies still maintain a vision of converting Axys users to BlueSky in a few clicks of the mouse
Executives were ready to pull the trigger but wanted reassurances about how elements of the RIA market would react
The rival software makers hit it off after their top execs had a February phone call
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