Mar 3, 2014
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
Tag
Private Client Resources
6 articles
Articles tagged "Private Client Resources"
Oct 12, 2011
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
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
Feb 9, 2011
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