2017 Pershing Insite

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.

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.

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 wave 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.

 
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