Articles tagged "NetX360"
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Part of futuristic Pershing Insite 2017 is Mark Tibergien letting RIABiz know that he is intensively grooming his own successors
The Pershing Advisor Solutions CEO came aboard in 2007 but he'll leave a much bigger, younger, more feminine, techier unit -- with more of a BNY Mellon feel to it
June 19, 2017 at 11:12 PM
Between sessions at INSITE, Pershing execs describe how they'll spell victory in their grand custody merger -- and what stands in the way
Elsewhere at the southern Florida confab, Tibergien and former Secretary of Defense Robert Gates fill in for Hillary Clinton under stormy skies
June 7, 2013 at 11:03 AM
Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?
'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything
May 1, 2013 at 11:59 PM
Portfolio Pathway and $3-billion RIA-TAMP deepen an alliance that has Pershing at its core
The Illinois-based performance software maker got going from its founder Pershing's roots -- and now an embrace of Folio Dynamix by the clearing company is opening a new chapter
February 21, 2013 at 6:00 AM
Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro
The Jersey City-based clearing and custody company is filling the big shoes of its former chief information officer with two of his former underlings
October 9, 2012 at 4:22 PM
5 questions for Mark Tibergien on his 5th anniversary as CEO of Pershing RIA unit
Tim Welsh gets the consulting godfather to open up about NetX360, how roll-ups roll and the tripling of custody assets at Pershing
September 19, 2012 at 4:38 PM
A year after the Advent-Black Diamond deal, the merged company is making some big chess moves
Reed Colley switches coasts as new hire Mike Golaszewski heads the other way to Jacksonville and the Advent-Black Diamond sales teams merge
May 21, 2012 at 3:34 AM
Fidelity releases mobile trading for advisors - just don't expect many mobile trades
RIAs generally make block trades and use rebalancing software these days and mobile apps aren't ready for that
July 12, 2011 at 2:49 PM
How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
June 29, 2011 at 3:06 PM
Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android
Functionality is just like the iPhone version, with no mobile trading yet
March 22, 2011 at 2:52 PM
How a big Atlanta RIA kept sledding with technology after snow paralyzed the city
Where snow shovels left off, laptops, iPads, iPhones, NetX360 and some forethought took over
January 25, 2011 at 2:40 PM
Pershing wins Citigroup account and will support its RIA referral network
The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say
December 16, 2010 at 1:55 PM
Fidelity unveils latest effort to make its advisor-servicing silos work as a single unit for hybrids
Pershing still believes it has an edge in seamless service because of NetX360
December 8, 2010 at 2:39 PM
What I learned from a duo of Jersey guys who visited RIABiz in Sausalito
Brian Hamburger and Suresh Kumar made the long flight fueled by a shared passion for the evolving advisory business
November 15, 2010 at 5:53 AM
Pershing believes its case for NetX360 as the Apple equivalent for advisors is solid
Fidelity and Schwab make counter-arguments based on their own technological visions
