Advisor iPad App Allows Client Reviews to Go Anywhere
“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
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
Portfolio reporting firm makes its own inroads into advisor market; hires former Schwab executive Welling