Changing the traditional paper-based behaviors of advisors and investors remains a challenge. Discover useful, actionable data and analysis to increase e-delivery adoption.
This paper looks at the attitudes of several key demographics of investors towards technology, and explores how advisors can make the right choices to serve those key demographics.
Mobile computing options have grown exponentially over the past few years, creating new opportunities for deeper advisor/client relationships. However, mobile computing offers hurdles to overcome as well. This paper addresses the trends driving the mobile revolution in investment and wealth management and best practices for success.
For advisors looking for new ways to grow their business, this practical, solutions-packed guidebook provides the tools to become the "go to" people for their investors' comprehensive financial and investment needs.
Are you doing as well as your peers? How does your success compare to theirs?
This independent study shows what data say about current trends, uncovers the truth about economies of scale and, most importantly, reviews actionable strategies that can be implemented immediately.
Destination RIA: What to Expect and How to Prepare is a new independent study published by Pershing Advisor Solutions and produced by FA Insight. It provides wirehouse advisors with a thorough review of the independent registered investment advisor (RIA) model and sets expectations for the experience of working as an RIA.
When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice.
For hedge funds, technology is undergoing a dramatic transformationfrom basic infrastructure to a competitive differentiator. New tools are helping managers attract investors with stable, scalable processes even as they implement increasingly complex strategies.
Pershing LLC, in conjunction with FA Insight, a consulting and research firm that works exclusively within the financial services industry, has developed a study that re-examines some of the traditional business practices of an investment professional.