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Stay up to date with the latest press releases, commentary from Pershing executives, and product and service announcements in The Pershing Press.
| BNY Mellon's Pershing Advisor Solutions Study Finds Many Financial Advisors Using Social Media to Drive Growth, Connect with Clients July 21, 2010 - JERSEY CITY, N.J., — Pershing Advisor Solutions LLC, a BNY Mellon company, announced today the availability of a new independent study entitled Creating Growth: The Increased Use of Social Media by Independent Advisors, that explores social media usage and general trends among registered investment advisors (RIAs) to support their business development and client management efforts. |
| BNY Mellon's Pershing Unit Recognized by CIO Magazine as a CIO 100 Award Honoree July 19, 2010 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, announced today that it has been named as one of the CIO 100 award honorees by CIO magazine. The 23rd annual award program recognizes organizations around the world that exemplify the highest level of operational and strategic excellence in information technology (IT). |
| Boost Performance Through Consolidation Issue 14, 2010 - Once thought of as a convenient, inexpensive model, direct-to-fund business is losing supporters throughout the industry. More and more, we are seeing investment professionals make the move from direct-to-fund business to brokerage. In addition to avoiding a "true cost" per transaction of up to $41, moving to a consolidated mutual fund platform provides many valuable benefits that solve the challenges presented by direct mutual fund business.* |
| Growing Your Retirement Business in the Small Employer Plan Market Issue 14, 2010 - The small business sector is expected to become one of the fastest growing segments of the retirement marketplace. According to a recent Bureau of Labor Statistics report, businesses with fewer than 100 employees accounted for 68% of new jobs. |
| Wealth Transfer—An Essential Part of Your Client's Financial Strategy Issue 14, 2010 - Delivering holistic wealth management services goes beyond servicing your clients—it includes helping them build a comprehensive plan for today, tomorrow and realizing their desired legacy. Wealth transfer is about more than just passing on assets. More fundamentally for clients, it involves understanding what is important to them, what their deepest values are, and how they want their wealth to benefit others—both friends and family, as well as philanthropic organizations. |
| SIFMA Creates New Resource to Provide Information on Financial Regulatory Reform Debate Issue 14, 2010 - We have all seen our industry undergo many changes over the past 18 months. The most critical phase is taking place now in Washington as the debate about America?s financial regulatory system takes center stage. The Securities Industry and Financial Markets Association (SIFMA), our industry?s trade association, has created a tool to help financial industry employees, like you, to stay current—and express your concerns during this debate. |
| BNY Mellon's Pershing Unit Releases New Study Exploring the Changing Model of Securities Lending for Hedge Funds June 25, 2010 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, announced today the availability of a new independent study, Lending and Leverage: The New Securities Finance Model for Hedge Funds, which examines the changing business model of securities financing for hedge funds in 2010 and beyond. |
| BNY Mellon's Pershing Advisor Solutions White Paper Offers Guidance on Advisory Firms Incorporating Breakaways and Advisor Recruiting into Growth Strategy June 14, 2010 - JERSEY CITY, N.J., — Pershing Advisor Solutions LLC, a BNY Mellon company, announced today the availability of a new independent study, Creating Growth: Tuck Ins, Breakaways and Advisor Recruiting Strategies that provides registered investment advisor (RIA) firms with in-depth research and guidance on how they can expand by capitalizing on the trend of advisors moving toward independence. |
| BNY Mellon's Pershing Unit Introduces NetX360™ for iPad™ June 11, 2010 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, today announced that it has introduced a version of NetX360™ that is compatible with the Apple® iPad™, the latest application to enable its introducing broker-dealer customers and their investment professionals, as well as registered investment advisors, to access NetX360 via a mobile device. NetX360 is Pershing's innovative, open-architecture technology solution that enables its customers to manage their entire firm's brokerage and advisory business on a single, integrated platform. |
| BNY Mellon's Pershing Unit Continues to Expand FundVest® Platform June 10, 2010 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, announced today that it has added Lord Abbett® to FundVest®, Pershing's no-transaction-fee mutual fund platform. |