Pershing
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Still the Best
True greatness is defined by consistency. That's why we are pleased to announce that our client statement has received DALBAR's "Excellent" designation for a sixth consecutive year. We have been ranked Number 1 for the second consecutive year among firms in the Brokerage Industry category in the 12th annual Trends and Best Practices in Investor Statements survey recently published by DALBAR—the leading market research firm that evaluates and promotes higher standards for investor statements.
Business Building
Expand Your Resources Through Team Building
As a solo practitioner, you may be thinking its time to transform your business into a true wealth management firm—offering comprehensive, customized advice from a group of specialists, meeting the complex needs of affluent investors. The benefits are clear: gaining access to a greater share of assets, creating deeper relationships, and potentially, building a more lucrative practice.
Revenue Generators
Make Informed Decisions With Premium Content Through NetX360™
Information moves through our lives at the speed of light. Often, key intelligence gets overlooked or lost in the crowd—intelligence that could improve your firm's profitability and your ability to generate income. Multiple sources of information, delivered in different media, only complicate the landscape. The ideal solution would provide a way for the information you truly need to stand out, saving you the task of endless searching.
Did You Know?
Leverage Pershing's New Roth Conversion Calculator to Enhance Client Relationships
This year marked the first time many of your high-income clients can diversify their retirement savings by converting to a Roth IRA. Now that Roth IRAs are available to most everyone, the question is where should you begin?
Calculating the Benefits of Conducting Mutual Fund Business on the Pershing Platform
When it comes to breakpoints, each mutual fund company establishes its own formula for determining what investors are entitled to receive. It's not an easy road to navigate. In a recent conversation with Brendan Sullivan, a director at Pershing and manager of its Mutual Fund Operations Department, he spoke about Pershing's industry-leading mutual fund breakpoint calculator, available through NetX360™ and how it can help investment professionals streamline their recordkeeping, help them build their businesses and provide better service to clients.
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