Pershing Advisor Solutions

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  Focus Financial Acquisition of Merriman Boosts Firm to $60 Billion

  By Joyce Hanson, AdvisorOne  |  January 9, 2013

  Focus Financial Partners' acquisition of Merriman expands the large independent wealth management partnership's West Coast presence.

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  M&A Deals in Q3 Slowest for 2012: Pershing

  By Danielle Andrus, AdvisorOne  |  November 12, 2012

  Mergers and acquisitions slowed down in the third quarter after increasing since the last quarter of 2011, Pershing Advisor Solutions announced Nov. 9.

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  Where There’s a Wall, There’s a Way

  By Mark Tibergien  |  September 25, 2012

  Many topics can create excited and hopeful conversations among financial advisors. Process improvement is not one of them.

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  John Bogle, Fahlund, Noonan Among Headliners at Retirement Income Symposium

  By John Sullivan, AdvisorOne  |  September 19, 2012

  Still as direct as ever at 83, Bogle sat down for an exclusive interview about his upcoming keynote at the fifth annual Retirement Income Symposium in Boston on Oct. 4 and 5.

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  New Hire Roundup: TD Ameritrade Institutional Adds Dario

  By Marlene Y. Satter, AdvisorOne  |  September 5, 2012

  Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.

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  TDAI Names Dario Managing Director of Product Management

  By John Sullivan, AdvisorOne  |  September 4, 2012

  In this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.

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  Custodians Offer More Trust Services to BDs and RIAs

  By Joyce Hanson, AdvisorOne  |  August 23, 2012

  Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.

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  Before Leaping to Independence, Look at Your Motivation

  By Ed McCarthy, CFP  |  August 23, 2012

  If you want to join the RIA ranks, first make a candid assessment of your reasons for doing so.

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  Tibergien on Advisor M&A Trends: Expect More Deals

  By James J. Green, AdvisorOne  |  August 3, 2012

  Commenting on findings of Pershing Real Deals report on advisor M&A, Pershing Advisor Solutions’ CEO sees a re-emergence of strategic buyers and suggests the RIA business may evolve to resemble the accounting industry.

• 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.