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Issue 31, 2014

Closing the e-Delivery Gap: The 2013 e-Delivery Survey

The slow adoption of e-delivery is well known and of concern to most custodians and financial organizations. Pershing joined with Beacon Strategies to conduct the 2013 e-Delivery Survey and develop useful, actionable data and analysis that can help executives begin to close the “e-delivery gap.”

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NetXInvestor™: The Next-Generation Investor Portal Has Arrived

NetXInvestor™, our redesigned investor-facing portal that replaces NetExchange Client®, offers a rich, intuitive user interface; streamlined navigation and visualization to improve data display and enhance opportunities for online advisor-client collaboration.

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Americans Crave a New Kind of Leader— And Women Are Ready to Deliver

The nation is looking for a new kind of leader. From Fortune 500 CEOs to their own immediate bosses, Americans want managers who eschew old-style “command and control” techniques in favor of listening, consultation, coaching and building community. Overwhelmingly, the general population associates these new leadership qualities with women rather than men. Does it follow, then, that Americans want more women in charge? The answer is yes—and no.

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