Pershing
All News
Stay up to date with the latest press releases, commentary from Pershing executives, and product and service announcements in The Pershing Press.
| Pershing Launches Online Practice Management Center for Advisors June 6, 2013 - HOLLYWOOD, Fla. - Pershing LLC, a BNY Mellon company, today unveiled its new Practice Management Center, a comprehensive resource that offers Pershing's clients practice management-related content in one user-friendly, central location. In response to client demand, advisors will now have quick access to all of Pershing's family of practice management materials, including more than 100 pieces of thought leadership, whitepapers, guidebooks and interactive tools on-demand. |
| Pershing Previews Its Next-Generation Mobile Application at INSITE 2013 June 5, 2013 - HOLLYWOOD, FL. - Pershing LLC, a BNY Mellon company, is previewing its next generation mobile solution for investment professionals today at the INSITE 2013 conference in Hollywood, Florida. The new version features a fully redesigned, sleek user interface and a variety of features aimed at making advisors more efficient and productive in their everyday activities. Consistent with BNY Mellon’s client-centric technology development approach, attendees at INSITE 2013 will be able to experience the app at the Interactive Solutions Center and provide feedback directly to the engineering team. The new application is scheduled to launch later this year for the iPhone and iPad, followed by versions for Android and Microsoft. |
| Pershing Report Finds Advisors Must Adapt to America’s “New Modern Family” to Ensure Future Business Growth and Success June 5, 2013 - HOLLYWOOD, Fla. - Pershing LLC, a BNY Mellon company, released a new report today offering a look at the makeup of today’s affluent advisor/client relationship. The report, entitled “Investor of the Future: The Quest for Tomorrow’s Affluent Clients Must Start Today,” offers best practices that firms and advisors can adopt in support of changing client demographics. In the report, Pershing gauges advisors’ perceptions of the broader market, and offers insight into which clients may be most influential in shaping advisors’ businesses in the future. |
| Buying a Piece of Your Advisor May 17, 2013 - Read the article written by The Wall Street Journal (subscription required). |
| IRI Audience Warned on Advisor Shift May 17, 2013 - Read the article written by Financial Planning. |
| Pershing and BNY Mellon Combine Bank and Brokerage Custody into a Single Service Offering May 16, 2013 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, today announced that Pershing Advisor Solutions and BNY Mellon’s Wealth Management Advisor Custody Group, will now deliver a single-service integrated bank and brokerage custody offering. Advisors will no longer have to choose between custody service models and will be able to offer clients more choices. In addition, the combined offering will provide business development, relationship management, client service and technology under a single, common frameworkoffering greater operational efficiency and allowing advisors to deliver an integrated wealth management experience. |
| Pershing to Launch NetX360 Mobile Update at INSITE May 15, 2013 - Read the article written by AdvisorOne. |
| Pershing Grows its ValueAlliance Program with the Addition of Four New Firms May 9, 2013 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, today announced it has added four new relationships to its ValueAlliance® program. The availability of the four new relationships– The College for Financial Planning, The Boston Institute of Finance, The Advisor Center, and the Pension Resource Institute – will help advisors drive growth, optimize human capital and maximize their operational efficiency. |
| Investment Advisor Names Pershing Advisor Solutions' Mark Tibergien as one of the 25 Most Influential Individuals in the Investment Advisor Industry for 2013 May 6, 2013 - Read the article written by AdvisorOne. |
| Pershing Launches Retirement Essentials Mobile Website for Tablets and Smartphones May 3, 2013 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, announces today the launch of the latest addition to its growing family of mobile solutions – the Retirement Essentials mobile website. This industry-leading tool allows advisors to explore, compare and select the appropriate retirement vehicle for their clientsall from their preferred mobile device or tablet. |