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LPL adviser Waldron going- but not gone
A big-time adviser affiliated with LPL Financial LLC said last week that he is taking $1.2 billion in custodial assets elsewhere but is working to stick with the firm's latest technology and research offerings.
Finally, an Advisor Center iPad app; Boulevard R introduces RetiremapHQ.com; New version of Adhesion
A lot of positive developments probably went unnoticed early this month by advisers due to the catastrophe caused by Hurricane Sandy.
BDOs serve as rainmakers
In the battle to raise assets and expand their client base, some advisory firms particularly larger ones are turning to business development officers.
Advisers struggle to add clients
Here is the good news: Most financial advisory firms are making more money than they were before the recession. The bad news is that they continue to struggle to find new clients.
Dealing with the little guy
It is a question with which every financial advisory firm must grapple: what to do with clients who aren't profitable or are barely profitable?
Talking Points: When a growing firm decides it's time to make the next move
Pershing's Mark Tibergien discusses the challenegs and benefits with mergeres and acquisitions.
TD snags former Pershing executive Jim Dario
Jim Dario, the former head of sales at Pershing Advisor Solutions, has joined TD Ameritrade Institutional as managing director of product management and head of strategy, the company announced last week.
Networking: Pershing plumps up trust lineup
Pershing LLC has added two independent trust companies to its existing network of outside providers.BOK Financial of Tulsa, Okla., and Rapid City, S.D.-based Independent Trust Company of America have joined Pershing's Trust Network referral program, which gives Pershing's broker-dealer
Pershing aims to check 'check-and-app'
Custodian looking to eliminate mailing of checks to mutual funds, insurance companies; other tech rollouts in the works, too
Clients want tech - but advisers still stalling
Appearances matter, particularly when it comes to online experiences. Executives at Pershing LLC's annual Insite conference in Hollywood, Fla., gave financial advisers details of technology changes the firm is rolling out this year during a panel discussion. Those changes will affect how advisers'
Pershing platform offers 529s
America's largest clearing firm is making it easier for financial advisers to open and manage Section 529 college savings plans.
Clients want better technology — even if advisers don't think so
Pershing data shows that vast majority of customers want better online tools but few advisers have glommed on; 'a big gap'
Politics over problem-solving needs to change: former Pres. Clinton
Former President Clinton applauded for saying U.S. needs détente in Washington to rebuild trust at Pershing LLC conference
In custody battle, Pershing reaches landmark
Advisors Solutions unit surpasses $100 billion mark in RIA assets under custody
Pershing adds huge 529 plan to its platform
Pershing LLC is making it easier for its advisers to open college savings plans for clients, starting with the nation's largest Section 529 plan.
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February 27, 2014