Advent Software to Acquire Black Diamond for $73 Million
Portfolio management software firm says Black Diamond’s management and technology will drive its advisor strategy.
Dan Skiles has been working with advisors since 1994, when he joined what was then a privately held Jack White & Co. in San Diego....
Joining a New Club
Dan Skiles spent years working for large companies, typified by eight years at Charles Schwab Institutional. Now that he's an executive VP at the much...
Schwab Institutional has launched PortfolioServices, which SI's VP of technology, Dan Skiles, calls an outsourced version of Schwab Performance Technologies' PortfolioCenter PMS application. The Web-based...
Jeffrey Palmer remembers what it was like back in the 1990s when his firm employed 30 different custodians nationwide, and relied on four staff members...
Give Them What They Want
Brian Stimpfl has no delusions that TD Ameritrade can provide every possible technology solution to all of its customers. On the other hand, Stimpfl knows...
Andy Brincefield has offered his clients Web-based access to portfolio reports for years. But he finds that the clients who want to see their portfolios...
The Fidelity Charitable Gift Fund announced in late June the Charitable Investment Advisor Program, which allows independent investment advisors to provide discretionary investment management to...
Preparing For Disaster; Offering Help To Those In Need
The devastation resulting from Hurricanes Katrina and Rita has prompted many advisors to revisit their disaster preparedness plans, but even those with good plans in...
Preparing for Disaster
Advisors should do real-world testing of disaster plans, counsels Schwab's Skiles