Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan
Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?
|January 18, 2017 — 9:29 PM UTC|
With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs
Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets
|December 30, 2016 — 7:14 PM UTC|