During the 14th annual Pershing Insite conference in Hollywood, Fla., more than 2,000 attendees who benefited from speeches not only from the brain trust of Pershing and its parent, BNY Mellon, but also from former President Bill Clinton, Deepak Chopra and Fareed Zakaria. Among those who filled the exhibit hall and Pershing technology pavilions were 395 sponsors and exhibitors and 1,329 of what Pershing calls “customers” and customer prospects from the broker-dealer and RIA space.
For complete coverage of the Pershing Insite 2012 conference, see the conference’s home page on AdvisorOne.
Clinton Talks Bipartisanship in Conference Opener
Following a wide-ranging speech by Bill Clinton, Pershing Managing Director Frank LaSalla led a question and answer session with the former president in the kick-off keynote session at Pershing Insite. Responding to a question on how the nation could fix its fiscal woes, Clinton laid out a three-part plan. Our report on the session was one of eight articles on AdvisorOne published during the 14th annual Pershing Financial Solutions Conference in south Florida.
CEO Aims to Broaden Pershing’s Global Reach
At a time when advisors are focused by necessity on the global markets and economy, Pershing CEO Brian Shea said in an interview during the Insite 2012 conference that advisors of both the RIA and broker-dealer persuasion could benefit from Pershing’s global footprint. “We execute, clear and report in 65 countries” around the world, Shea said. He further noted in an article based on that interview that Lockwood, part of Pershing’s Managed Account Solutions, is now working with BNY Mellon’s investment management unit to build separately managed accounts that invest globally.
Tibergien: For Advisors, Future Growth Lies With Women and Younger Investors
In another interview, the CEO of Pershing Advisor Solutions, Mark Tibergien, spoke about the opportunities for advisors among women and younger investors. In a speech delivered to attendees and in the interview, Tibergien also urged advisors of all kinds to look ahead, determine where they wanted to be in 10 years’ time, and take action now to make that future brighter.
Mr.Tibergien is the longtime lead columnist for Investment Advisor. Read his latest article, Growth and Austerity.
For a comprehensive look at Pershing Advisor Solutions and Tibergien’s accomplishments at PAS, see this cover story from Investment Advisor, Human Capitalist.
Pershing Reshuffles Leadership Duties