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Aite Group report: CRM software industry wins RIA respect -- and dollars

Tops execs for Redtail and Junxure say growth likely to be much higher than report's estimates

Author Nevin Freeman April 27, 2011 at 2:21 PM
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Aite's Sophie Schmitt: A lot of firms are looking to move from their GoldMines and their Rolodexes.


Related Moves

Alois Pirker sets up shop in Marblehead by taking a page from the RIAs he advises

The former Aite-Novarica consulting chief wants the latitude of Pirker Partners to take the gigs he wants and avoid corporate consulting economics -- namely selling reports.

January 21, 2023 at 5:03 AM

Walt Bettinger sheds 'president' title and Bernie Clark gets new boss as Schwab appoints Rick Wurster as president and No. 2 in charge

The Schwab CEO gets 2016 'Windhaven' hire to share burden of governance from enormity of $8-trillion post-TDA, post-USAA, post-Motif growth.

December 20, 2021 at 11:59 PM


Mentioned in this article:

Aite Group
Consulting Firm
Top Executive: Frank Rizza



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