Blog Archives

Meeting GIPS Marketing Requirements to Help Win Business

By Julia Reyes, Partner at Ashland Partners & Co., LLP Firms often view compliance with the Global Investment Performance Standards, or GIPS, as a major challenge and a tedious chore, but in the end it yields a big benefit: it

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Posted in Advisors, Asset Managers, Compliance, Wealth Management

Year One

It’s been one year since Black Diamond’s merger with Advent, and while no merger is easy, we’re very excited with what we’ve accomplished for our clients. It’s clear that bringing these two companies together has been very successful with even

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Posted in Black Diamond Performance Reporting

Working Together for You

Last month, RIABiz named Advent President Pete Hess “the most influential figure in the RIA business going into 2012.” It was great to see Pete recognized for leading the charge in changing the way Advent serves the advisory market. When

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Posted in Black Diamond Performance Reporting

An Open Letter to Black Diamond Clients

In the three weeks since announcing our partnership with Advent, we have traveled the country meeting with clients and partners, while connecting via phone and email with many more.  It has been an amazing and positive experience.  Open, honest dialogue

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Posted in Black Diamond Performance Reporting

Our Path to Greatness

When I founded Black Diamond in 2003, it was based on the premise of helping advisors be great. In the eight years since, we have learned, grown and evolved, but our plan to be a great partner for advisors has

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Posted in Black Diamond Performance Reporting

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