Jul 19, 2011
RIAs fed up with Facebook should hop on the Google+ bandwagon
The new social medium embraces the fact that people need CRM for their lives
NF
Author
Nevin Freeman and Brooke Southall
2 articles
Articles written by Nevin Freeman and Brooke Southall
Jul 15, 2011
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