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Ideas Without LimitsSM
Ideas Without LimitsSM, Pershing's thought leadership program, provides institutional and retail financial organizations, investment professionals, and independent registered investment advisors with strategic insights, ideas, and best practices delivered through independent studies and white papers. It is a component of our unique practice management program designed to help drive growth, optimize human capital, and maximize operational efficiency—going beyond high-level guidance to offer actionable information, personalized consulting, and ready-to-execute solutions.
Please Register as a Pershing guest to access thought leadership resources from Ideas Without Limits.
You can book a Pershing speaker at your next company event at our Speaker Resources page.
| Disaster Recovery and Business Continuity Planning
Listen to this informative new podcast about keeping your hedge fund up and running in the event of a disaster. Mark Kenney, Director of Product Management of Eze Castle Integration, on behalf of Pershing Prime Services, explains why every hedge fund needs a strong business continuity plan and a corresponding IT disaster recovery system. |
| The Challenges of Enterprise Portfolio Management
Explores the history of portfolio management systems and the next logical step in the development of enterprise portfolio management. |
| Going Paperless: More Than a Green Initiative
Addresses how the next generation of document management solutions can help broker-dealers reduce paper, improve client satisfaction, enhance operational efficiencies, and uncover cost savings. |
| The Broker-Dealer of the Future
Provides broker-dealers and investment professionals with insights on emerging products and industry trends that will drive the evolution of the brokerage business. |
| Mission Possible: Finding the Optimal Operations Model for Your Advisory Practice
Examines the operational processes within an advisory firm and outlines opportunities to improve and maximize efficiencies. |
| Resource Allocation in Bank Brokerage Firms
Provides an analysis of the resources that bank brokerage firms dedicate to their marketing and technology efforts. |
| Attributes of Best Practices Bank Brokerage Firms
Examines the key factors of success for top-performing bank brokerage firms. |
| Technology Best Practices in Bank Brokerage Firms
Examines how firms with the highest net income differ in their technology investment strategy and how technology impacts financial advisor productivity and profit penetration. |
| Long-Short Portfolio Analytics
Learn about best practices for aggregating and interpreting performance analytics as institutional investors look to short-enabled strategies to increase efficiency, alpha returns, and transparency. |
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