Ideas Without Limits

Pershing LLC � Ideas Without Limits � Growth

Ideas Without Limits^SM

Ideas Without Limits^SM, 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.

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Real Deals 2009: Definitive Information on Mergers and Acquisitions for Advisors A new independent study published by Pershing Advisor Solutions and FA Insight finds that while merger and acquisition activity slowed during the economic downturn, transactions among independent registered investment advisory firms are poised for resurgence.
50 Insights to Help Fast-Track Business Growth Transform your plans for growing your practice into a reality. 50 Insights to Help Fast Track Business Growth can help you take great strides forward through effective, incremental steps that are based on your specific needs. A few to consider: Improve�or gain�presentation skills - Get an objective opinion, and keep in mind that everyone can benefit from a refresher course in delivering a compelling presentation. Manage yourself, not your time - Learn how to be more efficient and get more done by changing your thinking. Stand out in a crowded market - Differentiate yourself. Understand what your own story really is, and how you offer a unique value proposition.
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.
Transitioning to Fees: An Investment Professional's Guide This guidebook will discuss the benefits and provide an action plan to convert to a fee-based practice.
Risk and Reward: Mitigating Counterparty Risk Podcast Listen as Jeremy Todd, Director and Head of Client Relationship Management of Pershing Prime Services, provides a framework to consider when addressing and mitigating counterparty risk, as well as best practices being implemented by some hedge fund managers.
Disaster Recovery and Business Continuity Planning Listen to this informative 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.
Real Deals 2008: Definitive Information on Mergers and Acquisitions for Advisors Provides an update to our groundbreaking 2006 study with data on the latest transactions. The study evaluates the marketplace and provides guidance on how to best take advantage of the changing mergers and acquisition environment.
Real Deals 2006: Definitive Information on Mergers and Acquisitions for Registered Investment Advisors Examines 228 mergers and acquisitions deals completed within the advisory marketplace. The study helps advisors understand the mergers and acquisitions boom and how they may capitalize on it as a growth strategy.
Fast Forward: The Advisor of the Future Helps advisors understand the opportunities and challenges around predicting future growth, finding talent, and suggestions to capture additional market share.
Uncharted Waters: Navigating the Forces Shaping the Advisory Industry Provides independent registered investment advisors with an overview of the challenges facing the advisory industry over the next five years, and positions advisors to take advantage of these market forces to become successful "advisors of the future".
Key Drivers of Financial Advisor Sales Productivity Analyzes the factors that differentiate bank brokerage firms with the highest average annual gross commissions per financial advisor.
Attributes of Best Practices Bank Brokerage Firms Examines the key factors of success for top-performing bank brokerage firms.
Dually-Registered Advisors: Opportunity Knocks Analyzes the trends that impact dually-registered advisory firms and suggests how broker-dealers can better serve this market.
The Race for Top Talent Uncovers the motivation behind the loyalty of investment professionals and provides best practices to attract and retain talented investment professionals.
Resource Allocation in Bank Brokerage Firms Provides an analysis of the resources that bank brokerage firms dedicate to their marketing and technology efforts.
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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