Derek Jeter’s Words of Wisdom for Advisors | ThinkAdvisor by James J. Green


There were multiple announcements made by Pershing during its Insite conference, which ran Wednesday through Friday: its multi-pronged solution to the robo-advisor ‘problem,’ including a deal with robo-advisor Marstone; a partnership with digital content provider Vestorly; a big-data application on NetX360 called OpportunityView; a suite of tools called Managed360T with Lockwood meant to help advisors “scale” their managed account business.  

There were reports released by Pershing on advisor use of alternative investments and its third annual “Study of Advisory Success,” which focuses on advisors’ perception of robo-advisors (only 19% of the advisors surveyed thought digital advice could complement their practices; 23% saw robos as competition.).

Plenty of big names spoke at general sessions during the conference: former Federal Reserve Board Chairman Ben Bernanke, interviewed by Pershing’s Gerry Tamburro; former Secretary of State Madeleine Albright, interviewed by Pershing Advisor Solutions’ Mark Tibergien; former Defense Secretary Leon Panetta, interviewed by Pershing’s Jim Crowley.


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