From the Desk of...
The True Value of Risk Management
November 02, 2009 - Focusing on an investor's long-term financial objectives and considering personal and systematic constraints—such as inflation and taxes—is, in our view, the optimal approach to investment management.
The Value of Fixed-Income Diversification
July 22, 2009 - Recent turmoil in the financial markets has highlighted the importance of continuing to evaluate clients risk tolerance levels and the benefits of a diversified portfolio that includes an allocation to both equities and fixed income.
Advisors in Transition: Are You Ready for the Jump?
May 22, 2009 - The historic market events of the past year have a record number of advisors actively exploring alternative affiliation models.
Extraordinary Prospecting Opportunities Exist for Advisors Through this Cycle
March 25, 2009 - Investment professionals can use the market deterioration over the past year to their advantage as a unique prospecting opportunity.
Turning the Market Disruption into Strategic Opportunities for Investors
February 12, 2009 - The market events of 2008 were certainly historic for financial organizations and investors. Pershing continues to invest in the solutions financial services organizations need to help investors achieve their long-term financial goals even during this disruptive period.
Reduce Information Technology Costs by Customizing, Not Cutting
December 12, 2008 - Historically, firms reduce their capital intensive technology expenditures during uncertain times. However, it is times such as these when organizations must continue to invest in technology and think strategically about how to grow their businesses and position themselves for success.
Today's Investors Want Advice and Transparency
November 25, 2008 - The unprecedented events in the global financial markets have had a significant impact on how investors view risk and the roles their investment professionals play in helping them achieve their financial goals. Feedback received from a series of recently hosted advisor roundtables confirms our belief that financial organizations and their investment professionals must continue to strategically position themselves in this new world of financial services.
Cloud Computing Offers Sunny Forecast for Financial Organizations
November 11, 2008 - Investing in technology is regarded as a necessary burden by financial organizations, and the expense of having to upgrade platforms and systems to be more efficient and profitable continues to put a strain on resources. The good news is that the advent of cloud computing has the potential of turning challenging technology investment decisions into "have your cake and eat it too" choices.
Uncertain Times Call for Strong Leadership and Collaborative Business Partners
October 13, 2008 - The market events of the last several weeks have been historic for the financial services industry around the world. Pershing is helping our customers adapt to rapid regulatory and market developments and effectively navigate through the current market disruption.
Market Volatility Underscores Value of Professional Advice
September 19, 2008 - The need for professional financial advice and a disciplined approach to portfolio management have been reinforced by the recent instability of the global markets.
The True Value of Risk Management
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The Value of Fixed-Income Diversification
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Advisors in Transition: Are You Ready for the Jump?
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Extraordinary Prospecting Opportunities Exist for Advisors Through this Cycle
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Turning the Market Disruption into Strategic Opportunities for Investors
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Reduce Information Technology Costs by Customizing, Not Cutting
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Today's Investors Want Advice and Transparency
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Cloud Computing Offers Sunny Forecast for Financial Organizations
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Uncertain Times Call for Strong Leadership and Collaborative Business Partners
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Market Volatility Underscores Value of Professional Advice
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Service Excellence Drives Business Excellence
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130/30 Managers: Don't Let Operational Risk Turn Collateral Management into Collateral Damage
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Successful M&A Deals Should Emphasize an Entrance?Not an Exit?Strategy
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Investors Are Expressing Greater Demand for Efficient Access to Global Markets
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Investing in Human Capital and Cultivating Stronger Consultative Relationships with Clients is Critical for Continued Growth
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Inside the new www.pershing.com
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