SAN FRANCISCO — “Fiduciary,” “DoL” and “consolidation." Count these among the most frequent words tripping off the tongues of executives speaking on panels, over coffee and in elevators, at the Financial Services Institute's annual OneVoice conference.
And that's a problem, Pershing’s head of global client relationships, James Crowley, said in an interview. The current, obsessive focus on these buzzy subjects is obscuring more important trends in the financial services industry.
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