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