Pershing Advisor Solutions

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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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  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 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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  Through the Years: A History of the IA 25

  By Editorial Staff  |  May 29, 2012

  After 10 years, we’ve compiled quite a list of heavyweights that had great influence on the industry.

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  Mark Tibergien: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 23, 2012

  Mark Tibergien has been on the IA 25 list every year since it’s been published, and his sharp mind, insight into the advisory world and passion for the profession hasn’t abated over those years.

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  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

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  Special Report: The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.

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  Warning to Advisors: Ignore Women’s Market at Your Peril

  By James J. Green, AdvisorOne  |  March 27, 2012

  Pershing director Kim Dellarocca notes that not only do women represent a “crucial client opportunity” because of their control of wealth, but also because of their expressed dissatisfaction with their current advisors.

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  Succession Planning 201: How to Motivate a Newly Hired Advisor

  By Greg Friedman, MS, CFP  |  March 8, 2012

  Hiring a new advisor for your small(er) firm is one thing, keeping them motivated can be another. Here’s how to retain those new hires