Displaying 106 results
How top advisers use tech to grow assets: Michael Kitces, Ram Nagappan
Michael Kitces and Pershing chief information officer Ram Nagappan outline areas in which advisers should leverage technology to grow businesses.
Pershing ordered to pay $5.6 million to Stanford Ponzi victims
The claimants, mostly retirement savers, alleged Pershing allowed the rip-off
Pershing adds fee-based annuities to its managed accounts system
Clearing powerhouse will support more than 70 fee-based annuities from 18 carriers.
Rival custodians circle Schwab-TD deal, looking for clients
Fidelity sends solicitation letter to thousands of advisers.
Does a Schwab-TD combo create a Walmart of financial planning?
Custodian competitors see opportunities and risks resulting from the $26 billion deal.
What a Schwab-TD combo could mean for advisers and the custody business
The pros and cons of one firm potentially owning more than half the industry's custody business.
Pershing and Fidelity making it easier for advisers to use model portfolios
Custodians introduce technology to help advisers outsource investment management to third parties.
Pershing and Fidelity making it easier for advisers to use model portfolios
Custodians introduce technology to help advisers outsource investment management to third parties.
How advisers already benefit from AI and what’s coming
Pershing's Raj Madan on how the new technology is poised to help advisers serve many more clients.
Pershing adds analytics tools to adviser platform
Tool aimed at helping advisers measure business growth excluding market performance.
Pershing adds analytics tools to adviser platform
Tool aimed at helping advisers measure business growth excluding market performance.
Price-pressure trend shines new light on RIA-custodian relationships
Tighter margins for custodians call into question RIAs riding for free.
Price-pressure trend shines new light on RIA-custodian relationships
Tighter margins for custodians call into question RIAs riding for free.
Riskalyze launches multi-custodial trading tool
Company said software will reduce time advisers spend trading by 80%.
Riskalyze launches multi-custodial trading tool
Company said software will reduce time advisers spend trading by 80%.
Fidelity draws adviser wrath with 1.9% cash offer
The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.
Betterment for Advisors debuts paperless ACATS system
Getting rid of the paper involved in using the Automated Customer Account Transfer Service will also speed the process, robo says.
How much will costs of products and accounts factor into Reg BI?
Documentation will be key to passing exams under the rule, observers say.
Reg BI won’t stop advisory sector advances over broker-dealers, Pershing’s Tibergien says
Executive says clients prefer to work with investment advisers because of the transparency, greater choice in investment options and fiduciary status of the business model.
Pershing introduces tool to help advisers choose best technology
Company assesses adviser's needs and then generates a report comparing software and analyzing vendors.
