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Adam Vos is a young rising star from BNY corporate who takes over from 44-year Pershing veteran Jim Crowley -- with a mission to 'galvanize' the bank and RIA custody worlds.
Ten years' Barron's top advisor in Florida, the Wells, then FiNet broker in Naples, Fla. did a classic DIY breakaway of Moran Wealth where rollups, outside capital and outsourcers held no allure -- and Pershing spent the last three months on premises.
The Jersey City, N.J., clearing and custody company hired Emily Schlosser to fill the talent gap when Lori Hardwick left in 2017
Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.
The Jersey City, N.J. custodian is seeking to disrupt custody's Big Three on value and price by giving RIAs a much better cash choice than having it swept to an in-house bank
Roll-ups, serial buyers and merger-minded RIAs still want to deals but fears creep up -- especially for $1B-plus AUM RIAs -- too much money is chasing too few deals.
Pershing COO, who took CEO job in May following Lisa Dolly's abrupt departure, made the event zero in on technology, yet again
The new leadership continues to push RIAs to see the custodian as less niche but more nimble
Fiske departs Envestnet to rejoin Apex CEO William Capuzzi, a former Pershing colleague, to build on Apex 'big league' success as custodian for firms like Betterment and Wealthfront
M&A expert Bill Ruckelshaus' Bellevue company is paying $580 million for H.D. Vest, a crazy price by some measures but not if 5.5 million existing Blucora customers can be cross-sold
Elsewhere at the southern Florida confab, Tibergien and former Secretary of Defense Robert Gates fill in for Hillary Clinton under stormy skies
Using a newly purchased hybrid IBD-RIA as guinea pig, Innovative Equity Partners aims to make small IBDs a collective force to be reckoned with -- without sacrificing their individual identities
Pershing works to make a winner of of having multiple advisor businesses under one BNY roof; plus, a conference slide show
Keynote speaker Henry Paulson talks about the most important moves of the financial crisis, says he couldn't have saved Lehman, and acknowledges he may never be widely recognized for averting disaster
NetX360's on the agenda at one of the industry's largest gatherings; Henry Paulson will be on the spot
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