When I launched Serenity Financial Consulting in 2012, I offered financial planning on an hourly basis and investment management on an AUM basis. Those were the only service options, and I succeeded in working with a very specific kind of client...
Businesses make better decisions when women are involved and, even in the U.S., there needs to be more efforts to promote women into leadership positions, according to former Secretary of State Madeleine Albright.
“It makes for better business...
"It's a family business. You don't get to choose what you want to do. You fill in and you do the role that you need to do to support the family business."
WealthManagement.com caught up with Alan Moore, co-founder of the XY Planning Network, at the 2015 Pershing INSITE conference in Orlando. Alan outlines the challenges and successes that younger advisors are facing as they build their business...
The financial services industry needs to accept the reality of the Department of Labor's fiduciary proposal and move onto figuring out how to live with it, advisors and industry trade associations said in candid comments at Pershing's INSITE 2015...
Jim Crowley, chief relationship officer and a managing director for Pershing, spoke with WealthManagement.com at the 2015 Pershing INSITE conference in Orlando. Looking at trends within the industry, Crowley recommends commonsense solutions t...
Advisors should be concerned about robo-advisor platforms, Pershing Advisor Solutions CEO Mark Tibergien told WealthManagement.com. The digital advice platforms have the threat of “disintermediating their business and doing it at a lower cost,” T...
