2017 Pershing Insite

Pershing's Crowley: The case for business transformation

June 18, 2017 | Runtime: 4:36

Your practice is changing rapidly. What worked five years ago might not work for the next five years. Pershing's Jim Crowley has some solutions as your business evolves.

Building digital relationships with a human touch

June 18, 2017 | Runtime: 2:51

The word "robo" has stopped being a four-letter word for financial advisers. But how can it be an asset? Quovo's Jeff Hendren explains.

Pershing's Cirrotti: What's next for the fiduciary rule?

June 18, 2017 | Runtime: 4:21

The Department of Labor's new fiduciary rule will have a lasting impact on this industry. Have we finally reached the finish line? Pershing's Rob Cirrotti explains what is to come.

How NextGen talent is impacting financial services

June 18, 2017 | Runtime: 3:58

Nextgen talent brings a diverse perspective and unique skills to the industry. Find out why two Utah Valley University students are so excited to make a difference.

Why the bionic adviser is the way of the future

June 18, 2017 | Runtime: 3:25

The bionic adviser is the way of the future. We spoke with Simon Roy of Jemstep to get his insights on how technology will continue to impact the industry.

Dynasty's Penney: How to stay ahead of the curve

June 18, 2017 | Runtime: 3:54

With rapid evolution, financial advisers stand at a unique crossroads. Dynasty's Shirl Penney offers some simple strategies to remain a step ahead of the competition.

Federated's Orlando: The economic and financial midyear outlook

June 18, 2017 | Runtime: 5:19

As a country, are we stuck in neutral? Federated's Phil Orlando explains what he believes needs to happen to create an economic surge. (Hint: It rhymes with "crump.")

Pershing's Dolly: 3 challenges facing advisers ahead

June 18, 2017 | Runtime: 3:50

What are the biggest challenges facing financial advisers today? Pershing Lisa Dolly explains some of the hurdles, and how great advisers are overcoming them.

Pershing's Hempel: Investing opportunity in regulatory evolution

June 18, 2017 | Runtime: 3:16

Amid the regulatory chaos, there are investment options that will become more attractive for investors. Joel Hempel of Pershing explains some new choices.

LiveOak's Carroll: Is it time to acquire?

June 16, 2017 | Runtime: 4:52

With advisers aging, and economies of scale more critical than ever, advisory firms are consolidating at a rapid pace. So is it time to buy? Jason Carroll of LiveOak offers his thoughts.

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