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14 of the Absolute Best Ideas From Pershing INSITE 2019

Pershing INSITE Conference

I go to a lot conferences every year, but this was my very first time at Pershing INSITE. As the two-and-a-half day event came to a close, I came away with the strong conviction that it will now be a fixture on my calendar going forward. In spite of the unbearably hot weather (112 degrees […]

4 Secrets of Successful RIA Rollups

RIA rollups

Whether you call them RIA consolidators, aggregators or roll-ups, they are all fighting toward the same goal: keeping their advisors happy and growing their assets.  Yet how they got their their current size and how they plan to keep growing is a story that often gets overlooked. Three successful RIA rollups recently appeared on stage […]

Key Takeaways from MarketCounsel 2015 – Day 1

MarketCounsel 2015

While I sat inside the famous Fountainebleau Hotel last week attending MarketCounsel 2015, the rain was coming down in sheets on Miami Beach. Fortunately, I was surrounded by power players from the independent advisor channel and there was a steady stream of decision makers and industry influencers parading across the stage in front of me. This year’s summit lived […]