Pershing wins Citigroup account and will support its RIA referral network | RIABiz (2024)

The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say

Author Brooke Southall December 16, 2010 at 1:55 PM

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Pershing wins Citigroup account and will support its RIA referral network | RIABiz (1)

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Pershing wins Citigroup account and will support its RIA referral network | RIABiz (2)

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'

January 19, 2023 at 3:31 AM

Pershing wins Citigroup account and will support its RIA referral network | RIABiz (3)

UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture

Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.

July 16, 2022 at 1:35 AM

Pershing wins Citigroup account and will support its RIA referral network | RIABiz (4)

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 at 7:22 AM

Pershing wins Citigroup account and will support its RIA referral network | RIABiz (5)

Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology

The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.

March 11, 2020 at 7:58 AM

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Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Pershing wins Citigroup account and will support its RIA referral network | RIABiz (2024)
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