Articles tagged "Private Client Resources"

HeadlinePublish date

PCR singles out Advent/Black Diamond for reverse predatory pricing in bid to move further downmarket

The Wilton, Conn. white-shoe software firm wants to underscore its ultra-coddling that won private banks

March 3, 2014 — 9:21 PM UTC

Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008

Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts

October 12, 2011 — 4:39 AM UTC

Private Client Resources is a software darling of private banks but can it conquer RIAs?

The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs

July 15, 2011 — 3:02 PM UTC

How Harter broke away from Morgan Stanley Smith Barney to find new vendors -- and found old friends

Citi wealth management alumni are deeply entrenched at Fidelity and Dynasty Financial Partners and working on better mousetraps

February 9, 2011 — 3:14 PM UTC
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