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INSITE 2010™, Pershing's Financial Solutions Conference, attracted more than 1,700 attendees. Customers heard from the Honorable Henry M. Paulson Jr., David Gergen, Jeremy Siegel, Rich Brueckner, Brian Shea and many others. View photos taken during the conference and participate in conversations on our new blog.
Business Building
Wealth Transfer—An Essential Part of Your Client's Financial Strategy
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.
Revenue Generators
Boost Performance Through Consolidation
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.*
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Did You Know?
Growing Your Retirement Business in the Small Employer Plan Market
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.
Quick Stats
Assets Under Management of the Hedge Fund Industry Increased by 13% in 2009
Source: HEDGE FUNDS 2010; TheCityUK (formerly International Financial Services London) RESEARCH, April 2010.
For more information on the hedge fund industry, please email primeservices@pershing.com, call (866) 538-5046 or visit www.pershingprimeservices.com
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