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Newsroom

ActiFi is well respected by the financial services industry press and the general press. Our team members and leaders are frequently sought after for their opinions on the financial services industry.

In addition, ActiFi research is considered highly objective and accurate, and it is often cited by financial services organizations in their own reports and proposals, as well as by the media.

May 25, 2019

Pershing Receives InvestmentNews Innovation Award for Practice Management

Pershing received the 2019 InvestmentNews Innovation Award for Practice Management. The award ceremony was held on April 17th … Read more about Pershing Receives InvestmentNews Innovation Award for Practice Management

Filed Under: Newsroom

April 22, 2019

ActiFi Featured in the March Edition of Inside Information

Mr. Bob Veres attended Spenser Segal's presentation on Using Your CRM and Tech Stack to Drive Improved Business Results at … Read more about ActiFi Featured in the March Edition of Inside Information

Filed Under: Newsroom

February 6, 2019

Advisors Must Use Technology to Stay Ahead of the Competition

Spenser Segal, CEO of ActiFi, was recently mentioned in an article by ThinkAdvisor, speaking to the importance of staying … Read more about Advisors Must Use Technology to Stay Ahead of the Competition

Filed Under: Newsroom

December 21, 2018

ActiFi Participates in FUSE 2018’s “Tech’s Got Talent”

Ascent/FUSE  2018's “Tech’s Got Talent” was recently held at the Fontainebleau Hotel in Miami Beach, Florida. ActiFi's … Read more about ActiFi Participates in FUSE 2018’s “Tech’s Got Talent”

Filed Under: Newsroom

July 27, 2018

ActiFi Releases “Accelerating Advisor Success” White Paper

ACCELERATING ADVISOR SUCCESS As custody, broker/dealer, and clearing services become increasingly commoditized, … Read more about ActiFi Releases “Accelerating Advisor Success” White Paper

Filed Under: Newsroom

March 12, 2018

ActiFi partners with SEI on “The Next Wave of Advice Management”

ActiFi partners with SEI on a new white paper “The Next Wave of Advice Management: Use client-centric planning to create a … Read more about ActiFi partners with SEI on “The Next Wave of Advice Management”

Filed Under: Newsroom

December 27, 2017

December 2017 Newsletter

Resolve to Accelerate in 2018 Another year is almost done and the time is right to start upping your game for 2018. It's … Read more about December 2017 Newsletter

Filed Under: Newsroom

September 18, 2017

ActiFi Volunteer Day 3

We spent the day painting! A Brush with Kindness is Twin Cities Habitat for Humanity's Paint and Home Repair Program to help … Read more about ActiFi Volunteer Day 3

Filed Under: Newsroom

August 9, 2017

August 2017 Newsletter

Advisor Success Series  Working with leading financial institutions and studying the successful financial advisory practices … Read more about August 2017 Newsletter

Filed Under: Newsroom

June 7, 2017

Management Power Tools

Bob Veres recently reviewed Pershing Advisor Solutions' new Assessment and Metrics in his Inside Information newsletter. This … Read more about Management Power Tools

Filed Under: Newsroom

June 5, 2017

June 2017 Newsletter

As a financial services executive, working regularly with each and every advisor is a challenge you face every day.  Because … Read more about June 2017 Newsletter

Filed Under: Newsroom

April 5, 2017

April 2017 Newsletter

The workforce today faces one of the most impactful changeovers in history.  The escalating rate of baby-boomers leaving full … Read more about April 2017 Newsletter

Filed Under: Newsroom

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