2017 Pershing Insite

Albridge's Butler: Making advisers of tomorrow more effective and efficient

June 20, 2017 | Runtime: 3:12

Gadget Girl checks out the latest tech from Albridge and how they're helping advisers stay one step ahead of the curve.

Tech tools of tomorrow: Innovations your firms can't live without in 2020

June 20, 2017 | Runtime: 3:52

Gadget Girl hits the tech pavilion at Pershing INSITE to see what exciting new tools advisers can't afford to miss.

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.

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.

Succession Planning: Can't grow without it

June 16, 2017 | Runtime: 5:11

Advisers still struggle with succession planning. Expert John Furey and 6 Meridien's Margaret Dechant explain how essential it is for growth. Plus, some tips on getting started.

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.

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.

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.

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.

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.")

 
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