Boomers continue to be huge client segment, but can't ignore nexgen clients @Pershing DeCicco says #INSITE2014 pic.twitter.com/jTXVupbxnD
— WealthManagement.com (@wealth_mgmt) June 4, 2014
How long does your onboarding take? Tip: shoot for 24 hours #insite2014 if a cabbie can do digital signatures why can’t advisers?
— Matt Ackermann (@acketyack) June 5, 2014
Mark Tibergien: Pershing is poised to double RIA assets in two years http://t.co/J17dBp4YFQ #INSITE2014
— Tim Welsh (@NexusStrategy) June 5, 2014
There is 47% chance that one spouse in 65 yr old couple will live to 90. That is 2% higher than last year. - @Lenariz #INSITE2014
— Rachel Elson (@rachel_elson) June 5, 2014
Only 17% of clients with children say their adult children work with their primary adviser says #INSITE2014 panel
— Mason (@masonbraswell) June 5, 2014
Compliance officers should have seat at table on deciding new products, not the back end #FINRA Mike Rufino says #INSITE2014
— Megan Leonhardt (@Megan_Leonhardt) June 4, 2014
Sunrise yoga on the beach. Blissful start to day. #INSITE2014 pic.twitter.com/RAcsfLyiI2
— Lara Davies (@lalagdav) June 6, 2014
Advisers take note: Boomers tend to like a phone call and millennials like to text.--Pershing's Mark Tibergien. #INSITE2014
— Joyce Hanson (@joycehanson) June 5, 2014
Only 3 in 10 #advisors believe client onboarding is excellent, says Darrin Courtney of @CEBTowerGroup. http://t.co/syXSDlTMqK #INSITE2014
— WealthManagement.com (@wealth_mgmt) June 6, 2014
Good discussion on engaging different generations of clients with technology #INSITE2014 pic.twitter.com/fGbblaCTZm
— Brian McLaughlin (@redtailtech) June 4, 2014
80% to 90% of clients would love a more digital onboarding process #insite2014
— Matt Ackermann (@acketyack) June 5, 2014
Most b/ds pretty immature in regards to having totally digital client onboarding process says @CEBTowerGroup Darrin Courtney #INSITE2014
— Megan Leonhardt (@Megan_Leonhardt) June 5, 2014
At #INSITE2014, Mark Tibergien (@PershingMark) believes advisers have more to do to win back public trust http://t.co/BYKXbfKvfl
— InvestmentNews (@newsfromIN) June 6, 2014
It's been a great morning here at #INSITE2014 Day 2. #INSITE4FEED pic.twitter.com/E8Op2y5FuH
— Pershing (@Pershing) June 5, 2014
Tibergien: Advisers have more to do to win back public's trust #INSITE2014 http://t.co/rJ3HMz7uYw
— Christina Nelson (@NelsoninNewYork) June 6, 2014
We are proud of our firm's history and heritage as we celebrate 75 years of serving our clients! #INSITE2014 http://t.co/6ZwfPbENNZ
— Pershing (@Pershing) June 6, 2014