Hedge fund managers and mutual fund companies are eager to bring alternative strategies into the mutual fund space. Is this trend really in the best interests of managers and investors? Which strategies are the best candidates for making the jump? What pitfalls lurk along the way?
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.
Broker-Dealer of the Future II, Transformation One: Identify Ways Your Firm Can Avoid Commoditization
Learn to use all the levers at your disposal to create a richer value proposition to advisors--targeting the specific drivers that advisors say really motivate recruitment and retention.
What is happening with RIA mergers and acquisitions this year? Find out by downloading the mid-year update to Pershing Advisor Solutions’ Real Deals Trend Report: The Powerful Potential of the RIA-to-RIA Deal. It reveals the most recent data on RIA merger and acquisition activity in the first half of 2013.
Pershing Advisor Solutions has commissioned a new study, Advisor of the Future II: Building a Business to Last, created to give advisors an advanced alert to the new challenges and opportunities that advisors are likely to encounter over the next few years.
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.
A look ahead at the new face of wealth--and ideas for engaging the investor of the future today.
For Independent Registered Investment Advisors: Creating Growth Through Optimal Usage of a CRM System
A new guidebook advocates a manageable, incremental approach to broadening and deepening usage of this important technology by independent registered investment advisors.