Pershing Plans a Robo-Advisor White Label Product — Yip

pershing robo advisor

The woman from the public relations had scheduled a meeting for me with Patrick Yip, Director of Advisory Market Technology Strategy at Pershing LLC. since we would both be at the¬†Technology Tools for Today (T3) Conference in Dallas.¬† Yip was looking to talk about some new technology initiatives undertaken by Pershing and their parent, the […]