Articles tagged "Pershing"
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After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic
Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials
May 6, 2016 at 9:05 PM
Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep -- and follows TD Ameritrade's open API lead
In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names
May 4, 2016 at 6:11 PM
Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom many thought unpoachable
Pershing's top two executives are now women with Lisa Dolly being replaced as COO by another dynamo
February 11, 2016 at 7:45 PM
Why Pershing's CEO pick looks uninspired, and why that look may be deceiving
LIsa Dolly is a rare 'lifer' in a transient industry but those who know the clearing giant's first woman leader say her entrepreneurial spirit and decades at Pershing make her an inspired choice
February 8, 2016 at 11:35 PM
How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA
A 38-year-old researcher played point man in the offensive that formed Summit Trail Advisors with offices in New York, Chicago and San Francisco
August 3, 2015 at 6:35 PM
Casting a marketer's eye on Pershing INSITE, April Rudin pleads with promoters to tone down the digital doublespeak
Digital enablement of mobile robo-automation? The consultancy veteran expresses frustration as she tries to translate opaque, self-important terminology
June 9, 2015 at 10:46 PM
At INSITE in Orlando, Pershing outs its robo-religious conversion complete with open API store, Silicon Valley and India skunkworks, Marstone robo deal and unabashed digi-speak
Mark Tibergien says Pershing has gotten BNY to chum the RIA waters with loans and anticipates a 'flood' of billion-dollar wirehouse breakaways
June 8, 2015 at 7:34 PM
The giant raise RIA folk got in 2014 and the threat it poses in 2015
The 20% jump means money in the pocket and a rather frightening overhead scenario
January 12, 2015 at 8:38 PM
Dan Seivert drops M&A data bombshell at his Dealmakers Summit to gasps
At his LA event, Dan Seivert revealed the thousands, yes, thousands of RIA deals going down this year despite limited activity from roll-ups
October 1, 2014 at 8:19 PM
The big impression Mark Tibergien and his reverse mentor, Kayla Flaten, 25, made on me over a Manhattan lunch
With 37 years separating them, the interplay has an invaluable zing, buzz and usefulness to it; In other words, it's fun
August 25, 2014 at 4:01 AM
INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades
Mark Tibergien delivered a personal challenge to advisors at the overflowing South Florida Pershing confab as INSITE announces plans to shift ground in '15
June 9, 2014 at 3:45 AM
Mark Tibergien: Pershing is poised to double RIA assets in two years
In a Q&A the chief of the BNY/Pershing RIA custody says the volume of new $1-billion accounts is his basis for optimism
June 5, 2014 at 7:35 PM
Natalie Wolfsen is leaving New York to reunite with Charles Goldman out West
The ex-Schwab, ex-Pershing product exec assumes Myra Rothfeld's duties and then some
May 13, 2014 at 2:11 PM
Christine Gaze exits TD Ameritrade
The ex-Morgan Stanley Private Bank exec was brought in to bring practice management and technology together under Zohar Swaine, who has since departed
February 4, 2014 at 7:56 PM
The trusteed IRA: One tested method to maintain assets under management through the generations
A probate attorney, a trust exec and a Harvard B-school student float a solution to persuade family members to stay the course
