Pershing's Broker-Dealer of the Future II is a groundbreaking research study that reveals the surprising ways elite broker-dealers are radically transforming themselves for growth. Part one identifies ways your firm can deliver value to advisors and avoid "commoditization."
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.
Pershing and Fred Reish provide advisors with a map to help navigate the evolving regulatory landscape pertaining to rollovers.
What is happening with RIA mergers and acquisitions this year? The 2013 Real Deals Mid-Year Update reveals the most recent data on RIA merger and acquisition activity.