#ItzOnWealthTech Ep. 43: Female Leaders in Technology

"Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who's going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position." — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]

pershing robo advisor

Pershing Plans a Robo-Advisor White Label Product — Yip

The woman from the public relations had scheduled a meeting for me with Patrick Yip, Director of Advisory Market Technology Strategy at Pershing LLC. since we would both be at the Technology Tools for Today (T3) Conference in Dallas.  Yip was looking to talk about some new technology initiatives undertaken by Pershing and their parent, the […]

5 Hot Tips For Selling to RIAs

This is a summary of a panel from the Money Management Institute's 2014 Annual Convention.   The session was targeted at anyone who has investment advisory firms as customers such as service providers, broker-dealers or asset managers. Moderator: Kian Rafia, VP, Product Development, Cetera Financial Group Panel: Mark Pennington, Partner, RIA Services, Lord Abbett Michael […]