Jun 11, 2018
Pershing CEO Lisa Dolly flaunts size and software at INSITE 2018
The new leadership continues to push RIAs to see the custodian as less niche but more nimble
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Ram Nagappan
8 articles
Articles tagged "Ram Nagappan"
Jun 19, 2017
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
May 1, 2017
With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian
Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference
Jun 10, 2016
Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its software side, softer side -- as it gets beyond NetX360 and men with a hard-wired approach
Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift
Jun 9, 2014
INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades
Mark Tibergien delivered a personal challenge to advisors at the overflowing South Florida Pershing confab as INSITE announces plans to shift ground in '15
Jan 17, 2013
12 key events of 2012 that rocked the RIA technology landscape, Part 1
Salesforce become the industry elephant, FinFolio emerges as a player, Pershing's NetX360-whisperer gets kicked upstairs, the Weatlhcare lawsuit gets an outcome, and more
Oct 9, 2012
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
Mar 19, 2012
Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future
Many providers are stuck at 10% mobile adoption rate, but Fidelity has hit 40% and Orion 30% with their RIA clients
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