Pershing Insite 2012

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  A Guru, a President and Pershing Execs Talk Tech and Leadership: Insite Recap

  By James J. Green, AdvisorOne  |  June 11, 2012

  A look at the highlights of the Pershing Insite 2012 conference, focusing on leadership and strategy, from Bill Clinton to Pershing CEO Brian Shea, from leadership guru Deepak Chopra to advisor guru Mark Tibergien.

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  Deepak Chopra Ponders the Soul of Leadership

  By Joyce Hanson, AdvisorOne  |  June 8, 2012

  “Well-being is the one thing that predicts everything,” says Chopra—including the economy, social unrest, conflict, hospital admissions and financial institutions.

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  Pershing Co-CIO Announces 3 Big Technology Initiatives

  By James J. Green, AdvisorOne  |  June 8, 2012

  Lucille Mayer steps into Suresh Kumar’s shoes and touts NetX360 for end clients, next-gen managed accounts and complete business solutions.

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  5 Misconceptions About Consumers and IRA Rollovers

  By Joyce Hanson, AdvisorOne  |  June 7, 2012

  The IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.

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  CEO Shea Looks to Broaden Pershing’s Global View

  By James J. Green, AdvisorOne  |  June 7, 2012

  Pershing CEO Brian Shea points out benefits of a company that can “execute, clear and report in 65 countries.”

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  Tibergien Encourages Advisors to Focus on Women, Younger Investors for Growth

  By James J. Green, AdvisorOne  |  June 7, 2012

  The Pershing Advisor Solutions CEO counsels advisors: Determine what you want your firm to be in 10 years' time, then build a structure to achieve that goal.

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  Pershing to Offer 529 College Savings Plans

  By Joyce Hanson, AdvisorOne  |  June 7, 2012

  The new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.

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  Pershing Insite 2012 Kicks Off With 2,000 Attendees and President Clinton

  By James J. Green, AdvisorOne  |  June 6, 2012

  At its annual conference, the global clearing and custody firm added 529 plans to its clearing platform and released a practical white paper on Gen X and Gen Y investors—90% of whom say they will move inherited assets to another firm, Kim Delarocca said.

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  Bill Clinton Seeks Obama Win (But He Likes George Bush, Too)

  By Joyce Hanson, AdvisorOne  |  June 6, 2012

  "I thought he was awesome," said one Pershing colleague to another at the close of Clinton’s keynote address at the BNY Mellon company’s annual conference in Hollywood, Fla.