Steve Dunlap

• 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.

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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.

• Managed accounts and the boomer meltdown

  By David Port  |  May 1, 2009

  Hard-learned lesson No. 268 from the financial crisis: Even the most advanced, well-conceived and wisely applied investment product is vulnerable during a market meltdown. As advisors...

• The Electronic Annuity

  By Richard J. Koreto  |  June 1, 2007

  Technology has long been the driving force in getting rid of the middleman: Remove the salesperson and buy clothes from an online store. Remove the...

• Web Agents of Change

  By Staff Writer  |  July 2, 2000

  In the new era of Internet insurance, expect new p