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Articles tagged "Pershing Advisors Solutions"


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Ainslie Simmonds: This acquisition is a key element of the portfolio of solutions we have envisioned for Pershing X.
December 29, 2021 at 1:25 AM

Margaret Hartigan:  We are now in the next phase which is identifying and onboarding our first customers.

As Pershing struggles to get a robo firmly fixed in the RIA frame, NextCapital rushes in to blur the picture

The Chicago 401(k) robo will use Pershing custody to go after the retail market and Pershing has hopes it'll work with its mega-RIAs

February 23, 2016 at 9:25 PM

Greg Friedman: In just the first six weeks of general release, we have over 80 firms and 500 users.

At Junxure confab No. 2, Friedman kvells about his 6-week-old Cloud and announces closer ties with Pershing

Mark Tibergien was on hand to cement the Junxure-Pershing connection -- and to call baloney on Joe Duran's Cassandra-like forecast for RIAs

September 17, 2014 at 5:15 AM

Stephanie Bogan: There comes a natural point at which we want to use those skills on a larger playing field.

Stephanie Bogan: Put me in, I'm ready to play

The CEO of Quantuvis is leaving the Genworth unit and actively seeks an executive position with a yet-to-be-determined hot RIA venture -- after a Caribbean sabbatical

April 25, 2012 at 12:01 AM

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