Amy Webber, Cambridge’s Optimist: The 2014 IA 25 Profile
“Starting with the fact that we can’t control things like the market and economy or regulation, I’m wildly optimistic about our industry,” Webber said.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Pershing Democratizes Managed Accounts With NetX360 Tech Upgrade
Pershing Managed Account Solutions' Steve Dunlap says Pershing's NetX360 technology platform has helped bring managed accounts to the mass market.
Clinton, Other Speakers Headline Insite
Insite 2012, Pershing’s 14th-annual conference, attracted more than 2,000 attendees, many of whom are broker-dealer home office personnel and BD reps who work through Pershing’s clearing business and use its technology.
Morningstar Finds Big Problem with Replacement Rate Calculations
Not all replacement rate studies are the same, and that could seriously hurt your clients.
A Guru, a President and Pershing Execs Talk Tech and Leadership: Insite Recap
A look at the highlights of the Pershing Insite 2012 conference, focusing on leadership and strategy, from Bill Clinton to Pershing CEO Brian Shea, from leadership guru Deepak Chopra to advisor guru Mark Tibergien.
Pershing Co-CIO Announces 3 Big Technology Initiatives
Lucille Mayer steps into Suresh Kumar’s shoes and touts NetX360 for end clients, next-gen managed accounts and complete business solutions.
CEO Shea Looks to Broaden Pershing’s Global View
Pershing CEO Brian Shea points out benefits of a company that can “execute, clear and report in 65 countries.”
The Good and Bad of Fiduciary Delay
On Sept. 19, 2011, the Department of Labor (DOL) withdrew proposed regulations that would have updated and expanded the definition of advisors who are considered fiduciaries to a retirement plan.
Ex-Lockwood Execs Form Palladiem to Compete in SMA Market
Lockwood Co-Founder Robinson to head new company, bringing with him top managers from the Pershing affiliate.