Articles tagged "David Welling"
Headline
Publish date
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
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
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
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
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
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
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 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
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
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
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
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
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
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 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
