Becoming a Stronger Wealth Manager

Audience: Broker-Dealer, RIA

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.

Destination RIA: What to Expect and How to Prepare

Audience: RIA

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.

A Guide to Technology Outsourcing for Hedge Funds

Audience: Prime Brokerage

For hedge funds, technology is undergoing a dramatic transformation—from basic infrastructure to a competitive differentiator. New tools are helping managers attract investors with stable, scalable processes even as they implement increasingly complex strategies.

Asset Consolidation: Your Path to Greater Growth and Efficiency

Audience: Broker-Dealer, RIA

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.

Pricing Strategies to Create Growth: An Independent Advisor's Guide

Audience: Broker-Dealer, RIA

Pricing Strategies to Create Growth: An Independent Advisor's Guide, published by Pershing Advisor Solutions and produced by FA Insight, is a new guidebook that examines the leading pricing practices among top advisory firms and provides best practice guidelines to drive profitability.

The Economics of Constructing a Hybrid Platform

Audience: Broker-Dealer

Dually registered advisors are the fastest growing segment in advisory services. The hybrid model represents an opportunity for broker-dealers to grow and compete in the next decade and beyond.