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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.
| Equity Management: Determining, Protecting, and Maximizing Practice Value
Provides broker-dealers with strategies to help their investment professionals determine the value of their individual practices, establish benchmarks to monitor and grow the value, and protect the value by creating short-term continuity plans and long-term succession plans. |
| 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 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. |
| A View from the Top: Best Practices in Leveraging Human Capital
Provides quantitative data to help investment advisors identify and examine best practices for attracting, hiring, and retaining key employees. |
| 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". |
| 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. |
| 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. |
| 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. |
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