managed account solutions

• Pershing Democratizes Managed Accounts With NetX360 Tech Upgrade

  By Joyce Hanson, AdvisorOne  |  September 11, 2012

  Pershing Managed Account Solutions' Steve Dunlap says Pershing's NetX360 technology platform has helped bring managed accounts to the mass market.

• Clinton, Other Speakers Headline Insite

  By James J. Green & Joyce Hanson  |  June 27, 2012

  Insite 2012, Pershing’s 14th-annual conference, attracted more than 2,000 attendees, many of whom are broker-dealer home office personnel and BD reps who work through Pershing’s clearing business and use its technology.

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  Morningstar Finds Big Problem with Replacement Rate Calculations

  By John Sullivan, AdvisorOne  |  June 12, 2012

  Not all replacement rate studies are the same, and that could seriously hurt your clients.

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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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  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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  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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  The Good and Bad of Fiduciary Delay

  By Steve Weydert, CFP, MS  |  March 26, 2012

  On Sept. 19, 2011, the Department of Labor (DOL) withdrew proposed regulations that would have updated and expanded the definition of advisors who are considered fiduciaries to a retirement plan.

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  Ex-Lockwood Execs Form Palladiem to Compete in SMA Market

  By James J. Green, AdvisorOne  |  September 6, 2011

  Lockwood Co-Founder Robinson to head new company, bringing with him top managers from the Pershing affiliate.