In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results. In this conversation, you’ll learn: How COVID-19 has enhanced Pershing’s digital approach for advisors  How Pershing utilizes a streamlined and … Continue reading Advisor Digital Transformation with Pershing – With Claire Santaniello →