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.
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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. |
| Enhance Operational Efficiency For Long Term Success
Learn about the operational risks facing the advisory industry and the critical role human capital plays in helping to manage these risks in Mission Possible II: The Link Between Operational Efficiency and Human Capital. |
| Equity Management: Determining, Protecting, and Maximizing Practice Value
Learn how equity management can help your investment professionals monitor, protect, and realize the value of their life's work while providing for the long-term care and retention of the clients they serve. |
| Talent Acquisition: Strategies for Competing with the Wirehouses
Learn strategies and best practices to compete effectively with the wirehouses for top talent. |
| Risk and Reward: Hedge Funds Changing Views on Counterparty Relationships
Explore hedge fund managers' changing views on counterparty relationships and the implications for global capital markets and technology. Pershing Prime Services outlines best practices that have been implemented to help addre ss and mitigate counterparty risk. |
| Discover Trends in Human Capital Management
Identifies trends in human capital management and offers critical insights into how registered investment advisory (RIA) firms can better attract, retain and develop talented professionals. The report also provides RIAs with benchmarks against Pershing Advisor Solutions' previous human capital study with HNW, Inc., published in 2006. |
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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. |
| 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. |
| 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. |
| 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. |
| 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". |
| Attributes of Best Practices Bank Brokerage Firms
Examines the key factors of success for top-performing bank brokerage firms. |
| 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. |
| Dually-Registered Advisors: Opportunity Knocks
Analyzes the trends that impact dually-registered advisory firms and suggests how broker-dealers can better serve this market. |
| 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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