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Registered Rep.
May 13, 2011
Lauren Barack |
Advent Acquires Rival Black Diamond in $73M Deal Wealth management software firm Advent Software announced plans to acquire rival Black Diamond Performance Reporting for $73 million -- a move that will cement Advent's hold in the portfolio management software playing field.   |
Financial Advisor
November 2012
Joel P. Bruckenstein |
Rebooting Advent The technology company is re-establishing its reputation as an innovator and improving its image with RIAs. |
Registered Rep.
September 14, 2011
Timothy D. Welsh |
Black Diamond Debuts at Advent Connect 2011 While much work remains to fully integrate Black Diamond's technology, products and services into Advent, advisors now have an even more formidable tool as they look to leverage the latest technologies to grow their businesses. |
Financial Advisor
October 2006
Andrew Gluck |
The Best Software You Might Never Own Smaller advisory offices face tough choices about what they will pay for their portfolio management programs. |
Registered Rep.
October 15, 2009
Christina Mucciolo |
Schwab Q3 Earning Down, But the Race For RIA Assets Is Hot Charles Schwab reported a 34 percent drop in its third quarter earnings, the firm's third consecutive quarter of slowing earnings this year. |
Registered Rep.
October 30, 2014
Megan Leonhardt |
Creative Planning: Peter Mallouk on Growing Organically Some firms get where they are by managing money; some firms get where they are through a holistic approach. |
Financial Advisor
April 2006
Joel Bruckenstein |
A Gem For Advisors Black Diamond's highly customizable, Web-based performance reporting solution dazzles financial planners at a recent industry conference. |
Investment Advisor
June 2009
Angela Herbers |
Now and Then Bob Reed's decision to build a firm that allowed all its employees to exercise their abilities has led to growth in assets under management and in revenue even during this grinding recession. |
Financial Planning
January 1, 2013
Donald Jay Korn |
Top Custodians: Battling for Custody Custodians try different strategies for growth as advisors break away to join RIA firms. |
Registered Rep.
February 25, 2013
David Geracioti |
Cold Call with Jeff Spears Each broker leaves for a different reason that is unique to their business or personal situation. The reasons range from a corporate merger, compensation change, loss of a large client to a life event, such as a divorce or children moving out of the house. |
Registered Rep.
June 28, 2013
Diana Britton |
60 seconds with Scott Collins We asked the Director of Advisor Transitions for TD Ameritrade Institutional what can we expect to change in advisor recruiting going forward? |
Financial Advisor
June 2011 |
Frontline News Stories from June 2011 Frontline News: The Advent Purchase Of Black Diamond... Two Takes On RIA M&A Activity... Forum Gives First Ever Innovation Award To Putnam... more... |
Registered Rep.
August 29, 2012
Jerry Gleeson |
60 Seconds with Ruediger "Rudy" Adolf Focus has 100 advisor partners and $50 billion in assets. Last month it announced a deal in which the consulting firm Mercer agreed to provide research for your advisor firms. How did that come about? |
Registered Rep.
September 30, 2014
Megan Leonhardt |
Q&A: Shelley O'Connor, Head of Field Management, Morgan Stanley Wealth Management I am keenly interested and very focused on bringing more women into this business, particularly in the role of either a financial advisor or as a manager. |
