Advisors Missing Opportunities Presented by the ‘New Modern’ Family
Pershing study released at Pershing Insite conference finds misalignments between what advisors perceive to be their natural client base and the actual affluent population.
Pershing’s Dellarocca: Advisors Lack Time to Deal With Time Management
Advisors would like to fire an average of 13% of their clients, Pershing's Kim Dellarocca says. Maybe they should.
Advisors & Gen X, Pt. 1: Retirement Planning and Wealth Transfers
Members of this generation, recipients of the coming Great Generational Wealth Transfer, have some unique roadblocks when it comes to planning. Here’s how you can become their valued partner.
Experts’ Top Pearls of Wisdom on Practice Management
This summer four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants’ best insights.
Pursuing Practice Excellence — The Big Picture: Video
On June 13, four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.
Industry Leaders on Practice Management: Differentiation and Coaching
We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this segment, how to make your firm stand out among the competition and what coaching can bring to a successful practice.
Industry Leaders on Practice Management: Sales and Marketing
We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.
Beyond the Buzzwords
“You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.
Pershing Insite 2012 Kicks Off With 2,000 Attendees and President Clinton
At its annual conference, the global clearing and custody firm added 529 plans to its clearing platform and released a practical white paper on Gen X and Gen Y investors—90% of whom say they will move inherited assets to another firm, Kim Delarocca said.
Changing the Conversation
Presenting in late March the findings of a Pershing study on the opportunities presented by women clients, Kim Dellarocca suggested that “it’s time to change the conversation about women and advisors.”