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Articles tagged "Pershing Advisor Services"


Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta
This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

Friday 11.14.14
Nick Georgis: We're told by our clients that they're not getting this help anywhere else.

What tidbits jumped out of Schwab's business update to Wall Street -- including the two underscored advantages relating to Schwab Advisor Services
Braving 'ahems' from Fidelity and Pershing, Bernie Clark claims Schwab is now the preferred vendor to roll-ups and Nick Georgis says Schwab stands alone as a business consultant to RIA firms

Monday 8.4.14
David Barry: I think we got back to who we are.

After a brief mini-Schwab era, Trust Company of America gets back to non-conformity and success
New CEO David Barry is concentrating on making fast-growing TAMPs-to-IARs grow even faster

Wednesday 3.19.14
Dan Arnold: The advisor today spends roughly 35% to 40% of their time on prospecting for acquiring new assets or working with existing clients.

LPL gets the question from Wall Street analyst: How much more can you squeeze from your financial advisors?
The broker-dealer's CFO pointed to a 65% chunk of time not used to prospect or service clients

Tuesday 2.18.14
Schwab held IMPACT in Chicago this year but really the city was already very much on the RIA map.

The case for Chicago as an epicenter of the RIA world
The rise of registered investment advisors here means the city, once viewed as a very secondary financial center to New York and the Bay Area, is coming into its own in a big way

Tuesday 12.11.12
Jon Jones: Five years ago, I would have said I would never spend $500,000 a year on marketing. But now I'd be surprised if I don't spend a million.

Why a $2-billion RIA is embracing the idea of a $1 million annual marketing tab, and how Advizent fits in
Brighton Jones is getting marketing religion despite needing very little to get to its current size in 12 years

Monday 4.9.12
Tim Oden: If this doesn't get you motivated to make calls every morning then you need to check your pulse.

Fed up wirehouse advisors more eager to leave than ever, study says
A whopping three out of four advisors would take a call from an RIA recruiter, the Schwab study shows -- but what then?

Tuesday 2.28.12
Mike Durbin: We want to have the largest clients with the most assets. We're going after the largest teams and getting them.

Mike Durbin is putting his stamp on Fidelity as an RIA custodian for asset-flush breakaways
The leader is working to improve its customer services as the custodian pours big bucks into upgrading its tech offerings

Tuesday 10.25.11

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