Pershing INSITE 2014


Where to find yield for investors

June 10, 2014 | Runtime: 2:12

Portfolio managers describe their strategies for finding clients yield, laying out which sectors they prefer given the current market conditions.

How to deliver a better client experience through technology

June 10, 2014 | Runtime: 3:03

Industry experts share tips on how advisers can meet clients' increasing demands for more service through technology.

The biggest regulatory issues RIAs face today

June 10, 2014 | Runtime: 3:04

A panel of regulatory and compliance experts weigh in on big issues like cybersecurity and risk management that registered investment advisers face with increasing frequency.

The three Cís of successful adviser messaging

June 09, 2014 | Runtime: 1:53

Pershing managing director Kim Dellarocca lays out the three critical parts of successful adviser messaging, or as she puts it, the three C's.

Present and future adviser technology innovations

June 09, 2014 | Runtime: 2:20

Ram Nagappan, Pershing's chief information officer and managing director, walks through the big recent technology changes for the NetX360 platform, and looks ahead to the next wave of innovation.

Strong company cultures can propel advisory firms

June 09, 2014 | Runtime: 2:13

Jim Crowley of Pershing discusses how critical company culture can be for retaining top talent and maintaining strong working relationships with clients.

The future of managed investments

June 09, 2014 | Runtime: 2:17

John Brett, Pershing's managing director, outlines why managed investments have become more prominent among advisers, and predicts their next area of expansion.

Why it pays to be a fee-based adviser

June 05, 2014 | Runtime: 4:03

A panel of industry experts discusses the potential benefits of advisers running fee-based businesses, and also point out what holds advisers back from making this switch.

Knowing when to turn to liquid alternatives

June 05, 2014 | Runtime: 2:14

Sandy Bolton, Pershing's managing director of financial solutions, discusses the rise of liquid alternative mutual funds and lays out the different reasons clients might be better suited for liquid or illiquid alternatives.

3 big retirement savings trends advisers need to know

June 04, 2014 | Runtime: 2:33

Rob Cirrotti, Pershing's director of retirement solutions, highlights three major trends poised to alter the retirement savings landscape.

Videos 1-10 of 12

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