Articles tagged "NetX360"


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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 — 11:03 AM UTC

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 — 11:59 PM UTC

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 — 6:00 AM UTC

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 — 4:22 PM UTC

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 — 4:38 PM UTC

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 — 3:34 AM UTC

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 — 2:49 PM UTC

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 — 3:06 PM UTC

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 — 2:52 PM UTC

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 — 2:40 PM UTC