Dec 19, 2011
How Black Diamond is faring as a unit of Advent Software
Signs are very good though at a cost because of the sales structure
Person
Reed Colley
23 articles
Articles tagged "Reed Colley"
Page 2 of 2Sep 15, 2011
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
May 13, 2011
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
Mar 17, 2011
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
Oct 20, 2010
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
May 11, 2010
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
Mar 26, 2010
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
Oct 29, 2009
Black Diamond green lights beta testing of BlueSky
Reed Colley is wise to not rest on his laurels, observers say