Articles tagged "Private Client Resources"
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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 at 9:21 PM
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
October 12, 2011 at 4:39 AM
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 at 3:02 PM
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
