Ideas Without Limits

Pershing LLC � Ideas Without Limits

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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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.
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.
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.
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.
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.
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.
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.
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.
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.
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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