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Articles tagged "David Spungen"

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Rob Fiore: Four years ago, it was a $40-million clients size average. We have seen a dramatic shift.

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
Rob Fiore: We're finding there's a tremendous amount of activity right now in the RIA space compared to family office and private banks.

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
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