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28 articles
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
Elsewhere at the southern Florida confab, Tibergien and former Secretary of Defense Robert Gates fill in for Hillary Clinton under stormy skies
'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
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
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
Tim Welsh gets the consulting godfather to open up about NetX360, how roll-ups roll and the tripling of custody assets at Pershing
Reed Colley switches coasts as new hire Mike Golaszewski heads the other way to Jacksonville and the Advent-Black Diamond sales teams merge
RIAs generally make block trades and use rebalancing software these days and mobile apps aren't ready for that
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
Functionality is just like the iPhone version, with no mobile trading yet
Where snow shovels left off, laptops, iPads, iPhones, NetX360 and some forethought took over
The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say
Pershing still believes it has an edge in seamless service because of NetX360
Brian Hamburger and Suresh Kumar made the long flight fueled by a shared passion for the evolving advisory business
Fidelity and Schwab make counter-arguments based on their own technological visions
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