What We Learned on the Road to Launching an Alternative Mutual Fund

Audience: Prime Brokerage

Hedge fund managers and mutual fund companies are eager to bring alternative strategies into the mutual fund space. Is this trend really in the best interests of managers and investors? Which strategies are the best candidates for making the jump? What pitfalls lurk along the way?

Closing the e-Delivery Gap: The 2013 e-Delivery Survey

Audience: Broker-Dealer, RIA

Changing the traditional paper-based behaviors of advisors and investors remains a challenge. Discover useful, actionable data and analysis to increase e-delivery adoption.

Investor Trends in Technology

Audience: Broker-Dealer, RIA

This paper looks at the attitudes of several key demographics of investors towards technology, and explores how advisors can make the right choices to serve those key demographics.

Knowing Your Investor: A Manager's Guide to How and Why Institutional Investors Access the Alternatives Market

Audience: Prime Brokerage

Institutional investors allocate capital across a variety of asset classes, including equities, fixed income, private equity, real estate, hedge funds and real assets. Allocations to each asset class bucket are based on risk/return objectives, liquidity profiles and other restrictions (mandates) set by the investor or their client(s). Each investor has particular mandates.

Real Deals Update: RIA Mergers and Acquisitions in 2013

Audience: RIA

What is happening with RIA mergers and acquisitions this year? Find out by downloading the mid-year update to Pershing Advisor Solutions’ Real Deals Trend Report: The Powerful Potential of the RIA-to-RIA Deal. It reveals the most recent data on RIA merger and acquisition activity in the first half of 2013.

Advisor of the Future II: Building a Business to Last

Audience: RIA

Pershing Advisor Solutions has commissioned a new study, Advisor of the Future II: Building a Business to Last, created to give advisors an advanced alert to the new challenges and opportunities that advisors are likely to encounter over the next few years.

Mobile Applications in Financial Services: Opportunities and Pitfalls

Audience: Broker-Dealer, RIA

Mobile computing options have grown exponentially over the past few years, creating new opportunities for deeper advisor/client relationships. However, mobile computing offers hurdles to overcome as well. This paper addresses the trends driving the mobile revolution in investment and wealth management and best practices for success.