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Articles tagged "Bob Pisani"


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Eric Poirier: We see an enormous growth opportunity to serve way more RIAs than we currently do, and [to sell] additional capabilities to RIAs we're serving.

Addepar's strategy balloons AUA $1 trillion in past year, near half of it from RIAs but its greenfield opportunity is still big

The software maker oversees more than 25% of all RIA assets, but for only about 2.7% of RIAs -- a gap its hip, young CEO -- now RIA software's senior statesman -- believes he can fix.

June 14, 2024 at 3:12 AM

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