| The Bank of New York Mellon's Pershing Unit Provides Customers with Access to Black Diamond Performance Reporting through NetX360 August 10, 2009 - JERSEY CITY, N.J., - Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, announced today that it has begun providing its introducing broker-dealer and independent registered investment advisor (RIA) customers with access to a comprehensive performance reporting solution from Black Diamond. This new tool is accessible through NetX360, Pershings revolutionary technology platform, that provides investment professionals and RIAs with a complete solution to help them efficiently manage their commission and fee business on a single, integrated workstation. |
| The Bank of New York Mellon Repurchases Warrant Related to TARP Capital Investment August 05, 2009 - NEW YORK, - The Bank of New York Mellon Corporation, the global leader in asset management and securities servicing, today announced that it has repurchased for $136 million the warrant to purchase approximately 14.5 million shares of the companys common stock that the company had issued to the U.S. Treasury as part of the TARP Capital Purchase Program. |
| Five Steps to Effective Client Communication in Difficult Times Issue 8 - July / August 2009 - In todays volatile markets, you may find yourself avoiding difficult client conversations. After all, it is never pleasant dealing with clients whose portfolios may have precipitously declined in value. However, investors continue to cite frequent communication as one of the key attributes they prize most in an investment professional, particularly during unsettled times. |
| Transitioning to a Fee-Based Business Issue 8 - July / August 2009 - This final installment in our transitioning to a fee-based business model series focuses on efficiency. Once you have made the decision to transition to a fee-based advice model, you will need to consider capacity limitations when determining how to best implement your plan. |
| Pershing Launches New Go Paperless Service Issue 8 - July / August 2009 - Pershing is taking another major step in its ongoing initiative to make it easier for you and your clients to go paperless. Last month, we launched myedocumentsuite.com a new online service that offers electronic delivery of brokerage account statements and trade confirmations. |
| The Bank of New York Mellon's Pershing Unit Receives Capital Markets Services Licence from the Monetary Authority of Singapore July 29, 2009 - SINGAPORE, - Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, announced today that its new affiliate, Pershing Securities Singapore Private Limited, has received a capital markets services licence from the Monetary Authority of Singapore. |
| Pershing's NetX360 Technology Platform Featured in Financial Planning Magazine July 02, 2009 - The cover-story article strongly positions Pershing as a technology leader and a visionary in the broker-dealer and registered investment advisor marketplace. |
| NetX360: The Next Generation NetExchange Platform Issue 7 - June 2009 - In July 2009, Pershing will launch NetX360™, the next generation NetExchange platform, offering a one-source technology solution to efficiently manage all of your business, whether it is commission or fee. |
| Transitioning to Fee-Based Business: Establishing Your Client Value Proposition Issue 7 - June 2009 - In our continuing series on transitioning to a fee-based advice model, we would like to address one of the greatest stumbling blocks for investment professionals converting to fees: establishing the proper value for their services and expanding that value proposition to meet client needs. |
| American Society for Quality Recognizes Pershing for Service Excellence Issue 7 - June 2009 - Pershing LLC was presented with the Bronze Award in the International Team Excellence Award competition by the American Society for Quality (ASQ). The award was announced at its World Conference on Quality and Improvement in Minneapolis, Minnesota on May 18-20. Pershing entered the competition for the first time this year. |
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