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RIABiz

Articles tagged "NetX360"


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Mark Tibergien with his uber-millennial interviewer, Min Zhang, who got an answer to the question of how long he plans to stick around.

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

Jim Crowley: Success would be 'growing faster than the market at a multiple rate.'

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

Ed O'Brien: Any of the custodians could probably put together an offering like this ...  but they haven't.

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

David Miller: They said, If you leave we'll come with you.

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's name was synonymous with NetX360 and now he's watching from a loftier BNY perch.

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

Mark Tibergien: We're on every continent except Antartica.

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

Black Diamond founder Reed Colley is relocating to San Francisco to help chart Advent's broader future with his knowledge of mobile, social media and the cloud.

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

Ed O'Brien: It continues to grow, especially as the devices get better.

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

Sunit Bhalla: I can log into my bank in seven keystrokes.

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

WealthCentral Mobile is available for download in the Android Market

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

Joe Stallings: Many offices around the metro area struggled to continue with business as usual.

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

Suresh Kumar may be the quiet force behind his company's Citigroup win as he puts finishing touches on NetX360, Pershing's fee and transactional platform

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

Maggie Serravalli is stamping out bifurcation in her new role as Fidelity's service czar.

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

Suresh Kumar and Trent Witthoeft are the faces of the NetX360 roadshow at a stop-off in Mill Valley.

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

Suresh Kumar: If you have a single office or 10,000, we can handle them.

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

November 11, 2010 at 8:10 AM

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