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The CEO of Pershing Advisor Solutions on working with BNY Mellon, mobile apps, who he follows on Twitter and why it’s not the clients that are pushing the social media agenda.
We know how well speech recognition tools works. Talking into Siri may be fun — but dictating client notes and expecting them client ready? Not the norm. Until Talk It. A newly launched program, Talk It works on iPhones and designed fo...
Forget “next-gen.” The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought.