Reed Colley

Advisor iPad App Allows Client Reviews to Go Anywhere

By Joyce Hanson, AdvisorOne | May 21, 2012

“As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.
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.
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

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.