Consuelo Mack WealthTrack

Pershing CEO Lisa Dolly: A broad spectrum of solutions for advisers

June 09, 2016 | Runtime: 2:07

Lisa Dolly, Pershing's new CEO, explains the firm's vision and strategy for rocky markets ahead.

What's next for broker-dealers?

June 09, 2016 | Runtime: 1:47

Broker-dealers are evolving and reacting to the changing landscape in the financial services industry? But what's ahead? Jim Crowley of Pershing explains.

Retirement means it's time to go to work

June 09, 2016 | Runtime: 3:25

There's a $1.3 trillion opportunity in the growing adviser-sold DC space. We caught up with Eric Ryles and Steven Shackelford to get their take on the matter.

Tech 2.0: A gaze into the future with the gadget girl

June 09, 2016 | Runtime: 3:03

Shannon Rosic takes us on a tour of the future of adviser technology in Pershing's Technology Solutions Lab.

3 ways to attract next gen talent

June 08, 2016 | Runtime: 1:46

Financial advisory firms struggle with hiring millennials. Dynasty's Shirl Penney says the solution is simple and offers some tips.

Tech trends, tools advisers can't afford to ignore

June 08, 2016 | Runtime: 1:56

With advisers easily blinded by the next hot technology trend, Pershing's Ram Nagappan explains how sometimes it's better to get back to basics before you begin chasing the next big thing.

In wake of industry lawsuits, what's next for DOL fiduciary?

June 08, 2016 | Runtime: 3:55

Three of the industry's top regulatory thought leaders explain how the DOL fiduciary rule could be reshaped in the courts and what advisers need to know now to stay a step ahead.

3 techniques for commanding respect

June 08, 2016 | Runtime: 2:30

Before asking for respect, you need to demonstrate it. Retired U.S. Army Colonel Jill Morgenthaler, offers 3 ways you can earn respect in any situation.

Post-DOL fiduciary rule, could managed accounts be a big winner?

June 08, 2016 | Runtime: 2:07

Managed accounts may be in a resurgence in 2016, according to Pershing's John Brett. But could they get a boost from the Labor Department's new regulation?

Mark Tibergien: What's next for financial services?

June 07, 2016 | Runtime: 2:02

The advisory industry has reached an interesting inflection point. Pershing's Mark Tibergien says consolidation is ahead and the firms that will be contracted already know who they are.

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