| BNY Mellon's Pershing Advisor Solutions Unit Enhances Consulting for Independent Registered Investment Advisors with Healthcheck April 12, 2010 - JERSEY CITY, N.J., — Pershing Advisor Solutions LLC, a BNY Mellon company, announced today that it has expanded its suite of innovative practice management solutions for its independent registered investment advisor (RIA) customers with Healthcheck, a new tool to provide RIAs with an objective assessment of the operating health of their businesses. The offering was developed in conjunction with Business Health, one of Australia's leading practice management groups in the financial advisory industry. |
| BNY Mellon's Pershing Unit Releases New Study Focusing on the Multi-Prime Approach for Hedge Fund Managers March 17, 2010 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, and the Aite Group, LLC have published a new independent study, Expansion and Diversification: The Multi-Prime Model for Hedge Funds, that examines the key role of prime brokers and the market trend of hedge fund managers implementing the multi-prime business model. This study also identifies the benefits and challenges of the multi-prime approach, outlining the steps that may help ensure a successful transition for hedge funds. |
| BNY Mellon's Pershing Unit Introduces Nexus Execution Services, Pershing's Multi-Asset Class Trading Solution February 25, 2010 - LONDON (UK), — Pershing Limited, a BNY Mellon company, announced today that it has introduced Nexus Execution Services, Pershing's new multi-asset class execution service for private client firms. This new offering provides integrated agency execution through Nexus, Pershing's proprietary technology platform. |
| BNY Mellon's Pershing Unit Receives Number One Ranking for Its Customer Account Statement in Annual DALBAR Survey February 17, 2010 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, announced today that for the second consecutive year, its customer account statements received the number one ranking from DALBAR Communications in its 12th Annual Trends and Best Practices in Investor Statements for the Brokerage Industry survey. Pershing was also recognized with DALBARs prestigious "Excellent" designation. Pershing's statement first received the designation of "Excellent" in 2004 and has maintained this ranking over the past six years. |
| Formulas for Success: Howl at the Moon February 01, 2010 - Use innovative ways to evaluate and select new hires. |
| BNY Mellon's Pershing Unit Releases New Independent Study Focusing on the Evolving Competitive Landscape November 09, 2009 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, and Finadium LLC, have published a new independent study that examines the continued emergence of investment managers in the equity long and short marketplace and their convergence with hedge funds. |
| BNY Mellon Receives Banking Licence in Ireland October 29, 2009 - DUBLIN, — BNY Mellon, the global leader in asset management and securities servicing, has received approval from the Irish Financial Regulator to establish a new bank licensed entity in Ireland. |
| Formulas for Success: What's a Young Advisor to Do? March 01, 2010 - Break the glass ceiling, then pay for the damages. |
| BNY Mellon's Pershing Unit Expands Suite of SWIFT Messaging Capabilities for Global Financial Services Organizations October 14, 2009 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, announced today that it has expanded its Society for Worldwide Interbank Financial Telecommunication (SWIFT) messaging capabilities for its introducing broker-dealer customers. The enhanced SWIFT offering provides financial services organizations with access to a wide range of secure financial messages which enables them to communicate more efficiently and effectively with Pershing across critical business and operational areas. |
| BNY Mellon's Pershing Unit Continues to Expand FundVest® Platform October 07, 2009 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, announced today that it has added Franklin Templeton Investments and MFS Investment Management to FundVest®, Pershing's no-transaction-fee mutual fund platform. |
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