Taking your experiences from your first job to meet your end goals of becoming an entrepreneur.
In what bolstered RIAs’ notion of Pershing as the stylistic and practical equivalent of a sensible pair of shoes, the Jersey City, N.J. custodian long held its national conference in Hollywood, Fla. The good news was off-season rates and no conflicts with other RIA events on the calendar. It was also sadistic to make 700 people slog through fever-swamp humidity for three days annually. This year the event was held closer to the real Hollywood at a proper California seaside location and the atmospheric shift was profound amid Pacific Ocean breezes. Our intrepid citizen journalist, Min Zhang, who is also CEO of Totum Wealth, a risk analytics software maker, reports being pleasantly surprised by the San Diego event and its relative openness to technology for a 220-year old bank. It’s still good old sensible Pershing but with a polish, new soles and a reinvigorated soul. The sobering news is that Mark Tibergien will retire sooner than later. Still, we hope it is the later part of sooner. He still represents the connective tissue between his firm and his respectful following. Lisa Dolly is working to come into her own as Pershing CEO but sticks to a relatively tightly controlled set of talking points with a generic flavor.
Engaging the whole family in financial planning.
FintekNews 3 question profile of Totum Wealth co-founder and CEO, Min Zhang.
Tips for planning for retirement at any age.