Articles tagged "Robert Roley"
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How much of SS&C's $5.4-billion buy of DST Systems trickles down to Black Diamond RIAs? Maybe a good bit
The mother lode of DST data is expected to salve RIA data aggregation distress as the mega-vendor of data to Advent Custodial Data comes in-house
January 17, 2018 at 6:54 PM
SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency
'Intense' SS&C CEO Bill Stone let 1,000-strong attendees know they are part of $500-million cash cow not afraid to make strategic purchases
September 15, 2017 at 7:10 PM
Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion
The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer
August 3, 2017 at 4:43 PM
Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix
Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users
