Pershing Education and Development Series

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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