Insights from Pershing INSITE™18

If you missed INSITE18, we’ve got you covered with this summary of key takeaways.

2018’s Unconventional Conferences: Tech and Fintech, Finance, Banking and Insurance

See which unconventional conferences are best to attend as a financial industry professional for learning, sales, lead generation and speaking opportunities.

Project Liberty and the Self-Disruption of Xtiva

From compensation management to a full stack Sales Performance Management platform, our self-disruption story.

The DOL Fiduciary Rule is Dead; Long Live the DOL…

Fifth Circuit Court's decides to vacate the Department of Labor's fiduciary rule, yet fiduciary advice is stronger than ever.

Women making a difference in financial services

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.

Top Reads on Incentive Compensation

Seven articles that offer valuable insights into incentive compensation in the financial industry.

Robo-Advice and the Great Reckoning

A great reckoning is underway in wealth management, accelerated by the emergence of the robo-advisor.

Year of the Advisor: Takeaways from 2018 T3 Advisor Conference

Advisors need to stop worrying about technology and embrace it. This and other key takeaways from the T3 Advisor Conference.

WealthTech Trends to Watch in 2018

Digital wealth management trends to watch in 2018, featuring contributions from leading wealthtech and fintech influencers.

10 Takeaways from The Market Counsel Summit 2017

South Beach in November – check. My favorite Twitter follow, Josh Brown – check. First class speakers and great, topical information – CHECK MATE! The Market Counsel Summit 2017 was…

Merrill Lynch’s big shift in Incentive Compensation

Merrill Lynch's recent incentive compensation changes signal a shift towards a stronger Sales Performance Management posture in the organization and the wealth industry as a whole.

Top Takeaways from the T3 Enterprise Conference

Top takeaways from the 2017 T3 Enterprise Conference in Las Vegas, by Xtiva CEO Tom Moysak.

Mary Meeker’s 2017 Trends: 5 Insights for the Financial Industry

We’ve assembled key highlights and implications for financial services businesses from Mary Meeker's 2017 Internet Trends Report.

Merrill Lynch refocuses on performance culture

With a swift kick, Merrill Lynch is abandoning the aggressive recruiting behavior that has dominated their growth strategy for the past two decades and building a performance culture around sales,…

Financial advisors: 5 trends that will change the way you…

Whether you’re an industry veteran or are new to the advice industry, the next five years are going to bring many changes to the wealth management and advice industry. These…