RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Brian Shea"


Headline

Publish date


Mark Tibergien dodges F-Bombs from Julia Louis-Dreyfus -- allowing women to dominate Pershing's grab for change.

Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its software side, softer side -- as it gets beyond NetX360 and men with a hard-wired approach

Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift

June 10, 2016 at 4:20 PM

Lori Hardwick elicits streams of superlatives from the industry.

Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom many thought unpoachable

Pershing's top two executives are now women with Lisa Dolly being replaced as COO by another dynamo

February 11, 2016 at 7:45 PM

Lisa Dolly is no-nonsense but far from rigid, according to people who have worked with her.

Why Pershing's CEO pick looks uninspired, and why that look may be deceiving

LIsa Dolly is a rare 'lifer' in a transient industry but those who know the clearing giant's first woman leader say her entrepreneurial spirit and decades at Pershing make her an inspired choice

February 8, 2016 at 11:35 PM

RIABiz spent its first marketing dollars cladding bar staff at INSITE, with help from Ryan Shanks. [Photo by Mike Byrnes]

Pershing draws a record crowd to steamy Miami but many hearts are in D.C.

INSITE produced bipartisan cheers for Bill Clinton and a split view on the FINRA battle up North

June 7, 2012 at 4:46 AM

Mark Tibergien: There are certain reasons – some regulatory - why end clients require a bank custodian rather than a brokerage custodian.
June 10, 2011 at 2:32 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo