Totum in the press

  • financial advisor iq logo
    Lessons from Game of Thrones: When Life Doesn’t Go as Planned, How to Prepare for Your Financial Future

    To better prepare for your financial future, take into consideration several expected and unexpected life events.

  • financial advisor iq logo
    Prepare Your Clients for These 5 Life Events

    The best offense is a good defense. Working with your financial advisor to make sure you have all of the “what if’s,” accounted for.

  • financial advisor iq logo
    Use Your First Job as the Launchpad for Entrepreneurship

    Taking your experiences from your first job to meet your end goals of becoming an entrepreneur.

  • financial advisor iq logo
    Part of futuristic Pershing Insite 2017 is Mark Tibergien letting RIABiz know that he is intensively grooming his own successors

    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. 

  • financial advisor iq logo
    To Involve the Family in Financial Planning, Start With These 3 Topics

    Engaging the whole family in financial planning.



This is the main content. To display a lightbox click here

This is the lightbox content. Close