Articles tagged "NetX360"


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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 — 11:12 PM UTC

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

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 — 1:55 PM UTC

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 — 2:39 PM UTC

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 — 5:53 AM UTC

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 — 8:10 AM UTC