Pershing’s Education and Development Series is a curriculum-based program designed to help you grow your business, offering insights from leading industry authorities and Pershing subject-matter experts on practice management, investment solutions and flexible technology. Join us for our September webcasts, which will feature the following topics:
|September 3||Leverage Lower Cost Retirement Solutions to Streamline and Grow Your Practice
This session highlights Pershing’s low-cost mutual fund-only retirement solution and presents you with ways to simplify your retirement business, gather more retirement assets, and improve your overall investor experience.
|September 10||Understand Your Business and Clients with Business Intelligence
The session highlights analytics and business intelligence tools (eAnalytics 2.0, Analytical Dashboard, Albridge Data Warehouse integrated with NetX360®).
|September 24||The Changing Retirement Opportunity
Featuring experts from INVESCO
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