Black Diamond

• 

  Chip Roame: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  April 27, 2012

  “It’s like drinking from a fire hose.”

• Undercover Apps

  By Heather McKim  |  April 24, 2012

  The phrase on everyone’s lips these days is “there’s an app for that.”

• 

  Three Big Trends in RIA Industry: 2012 TechLeaders Conference

  By John Sullivan, AdvisorOne  |  March 20, 2012

  Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.

• 

  Acquiring Minds

  By Dan Skiles  |  July 28, 2011

  Recently there have been a number of mergers and acquisitions among technology companies that are focused on serving the needs of advisors.

• 

  Advent Software to Acquire Black Diamond for $73 Million

  By James J. Green, AdvisorOne  |  May 13, 2011

  Portfolio management software firm says Black Diamond’s management and technology will drive its advisor strategy.

• 

  Fidelity IWS Brings Black Diamond Onto WealthCentral Platform

  By James J. Green, AdvisorOne  |  September 23, 2010

  Fidelity Institutional Wealth Management Services announced Thursday that it was incorporating Black Diamond's portfolio management and reporting application to its WealthCentral RIA platform.

• Apple's iPad Is Example of "Disruptive" Technology, Says Black Diamond's Reed Colley

  By James J. Green, AdvisorOne  |  January 28, 2010

  Portfolio reporting firm makes its own inroads into advisor market; hires former Schwab executive Welling