Pershing INSITE 2018

Victory over cancer

June 20, 2018 | Runtime: 6:35

Cynthia DiBartolo survived cancer of the head and neck only to lose her job on Wall Street. She rebounded to found Tigress Financial Partners, an investment banking and brokerage firm with more than 50 employees.

Behind the scenes at Pershing Insite 2018

June 19, 2018 | Runtime: 2:49

What goes on behind the scenes at one of the industry's biggest conferences? Join us for an all-access sneak peek!

5 tech innovations you can't afford to ignore

June 18, 2018 | Runtime: 2:49

Technology innovation is always top of mind at Pershing. What does Pershing have on tap for 2018 and beyond.

Dynasty's Penney: The professionalization of the RIA industry

June 18, 2018 | Runtime: 1:39

The RIA profession is evolving rapidly, but why and how? Shirl Penney of Dynasty Financial examines how the industry is growing and consolidating and what's next.

Using data to improve client conversations

June 18, 2018 | Runtime: 1:34

What can you do to create better conversations with clients? Marc Butler of BNY Mellon Pershing's Albridge says data can help you have the next best chat.

BNY Mellon's Pershing's Sholes: Growth, tech shaping the future of advice

June 15, 2018 | Runtime: 4:28

What's top of mind for advisers today? Tom Sholes of BNY Mellon's Pershing says the huge growth in the RIA space is driving innovation.

Fiduciary: Advisers can't take a step back

June 15, 2018 | Runtime: 4:27

After spending years in the maelstrom of the fiduciary rules, advisers are anxious about what is next. Rob Cirrotti of BNY Mellon's Pershing explains what advisers need to be aware of.

On the brink of a retirement planning 2.0

June 15, 2018 | Runtime: 5:37

We stand in the fourth inning of a retirement planning evolution/revolution, according to Rob Foregger of NextCapital. The next step could dramatically impact clients and advisers.

What's ahead in the broker-dealer industry?

June 15, 2018 | Runtime: 4:49

With so much consolidation in the broker-dealer industry, can this continue? Mike Row of BNY Mellon's Pershing says that broker-dealers are changing their business model and advisers need to pay attention.

Building relationships with high-net-worth clients

June 15, 2018 | Runtime: 3:01

The most sought after, and the most difficult to reach, clients in financial services are the ultra-wealthy. What can you do to help your firm stand out?

Videos 1-10 of 14

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