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|
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|