Pershing has cancelled its annual Insite conference, which was scheduled for June 10-12 in Chicago, saying that the decision was “very difficult” to make, but necessary in light of health concerns due to the Covid-19 pandemic.
The firm said the next Insite conference will be held June 8-10, 2021, in Orlando, Fla.
Pershing joins a number of other financial services firms and regulators that have cancelled or postponed conferences. Finra cancelled its annual conference, which was scheduled for May.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
