Between sessions at INSITE, Pershing execs describe how they'll spell victory in their grand custody merger -- and what stands in the way

I just returned from the Pershing Conference. In my 30 years in this industry, I have been to more conferences than I like to think about. Suffice to say that Pershing’s InSite is consistently the most professional, polished, and client (us) oriented event I have ever witnessed. Pershing exists to serve the RIA and Indi b/d communities, and they are fully aware that is their mission. They remain the in the background and push us to the front. Even though we cannot be more than small fish to them, we have seen solid, tangible results from every recommendation we have made in the six years we have been using PAS as our primary custodian.

Knowing firsthand how tough a critic (in a good way) you are, Jeff, Pershing should appreciate your appreciation all the more.

Brooke

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