Responding to the growth of dually registered representatives, Pershing LLC introduced April 16 a new service for its affiliated broker/dealer firms called RIA Complete, which provides a range of practice management and business tools for B/Ds, allowing those firms to manage both their fee and commission basis on a single, integrated platform. It will also give those B/Ds the option of serving their RIAs through Pershing's custodial company, Pershing Advisor Solutions. PAS's CEO, Mark Tibergien, called RIA Complete a "highly customizable program which can be turn key, completely integrated, or open architecture."
Pershing Service for RIAs at B/Ds
Sidebar to "For Firms in the United Capital Fold, a New Platform"
Comments
Advisor Tools
Business Evaluator
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.
Sponsored by 
