Articles tagged "Reed Colley"
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Advent and Black Diamond are looking like soul mates but the Axys-to-BlueSky 'Easy Button' is still on the to-do list
The merged companies still maintain a vision of converting Axys users to BlueSky in a few clicks of the mouse
September 15, 2011 at 4:41 AM
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 13, 2011 at 2:27 PM
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
March 17, 2011 at 2:17 PM
Black Diamond releases BlueSky Mobile for the iPad
Leaving nothing to chance, the Florida up-and-comer is including the Apple tablets in the deal
October 20, 2010 at 6:04 AM
Several hundred small RIAs gain access to Black Diamond software at reduced rates
Shareholders Service Group will be one service point for its advisor clients
May 11, 2010 at 6:07 AM
Fidelity delivers a white paper and a warning to RIAs regarding new cost-basis rules
Multi-custody arrangements and third party platforms can lead to troublesome data fragmentation, the Boston custody giant says
March 26, 2010 at 5:54 AM
Black Diamond green lights beta testing of BlueSky
Reed Colley is wise to not rest on his laurels, observers say
