Pershing has cancelled its annual Insite conference, which was scheduled for June 10-12 in Chicago, saying that the decision was “very difficult” to make, but necessary in light of health concerns due to the Covid-19 pandemic.
The firm said the next Insite conference will be held June 8-10, 2021, in Orlando, Fla.
Pershing joins a number of other financial services firms and regulators that have cancelled or postponed conferences. Finra cancelled its annual conference, which was scheduled for May.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound