Pershing has cancelled its annual Insite conference, which was scheduled for June 10-12 in Chicago, saying that the decision was “very difficult” to make, but necessary in light of health concerns due to the Covid-19 pandemic.
The firm said the next Insite conference will be held June 8-10, 2021, in Orlando, Fla.
Pershing joins a number of other financial services firms and regulators that have cancelled or postponed conferences. Finra cancelled its annual conference, which was scheduled for May.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
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As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
