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The Pershing Press® is a quarterly publication that highlights Pershing's products and services, as well as sales insights and opportunities to help investment professionals gather additional assets and build their business.
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ISSUE 3 - DECEMBER 2008 |
| Enable Your Clients to Make a Powerful Choice Issue 3 - December 2008 - Through NetExchange Client®, you can offer your clients the ability to suppress paper delivery of their brokerage account statements and trade confirmations. |
| Introducing Pershing's Year-end Account Report Issue 3 - December 2008 - As with other things in life, clients are sometimes unable to focus on their investments until necessary—a life-changing event, college financing, a new home, a big vacation, or tax time. |
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ISSUE 2 AUGUST 2008 |
| Thank you for joining us at INSITE™ 2008! Issue 2 August 2008 - INSITE™ 2008, Pershing's Tenth Annual Financial Products and Services Conference, which took place in June at The Westin Diplomat Resort and Spa in Hollywood, Florida, scored high with attendees and exhibitors alike. The annual event attracted more than 1,700 participants. |
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ISSUE 4 DECEMBER 2007 |
| Three Statement Enhancements Your Clients Will Appreciate Issue 4 December 2007 - We all know how complicated annual tax-return preparation can be—including the eleventh-hour hunt for missing brokerage account information. |
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ISSUE 1 MAY 2007 |
| Operational Support from Pershing Adds Depth and Expertise to Your Trades Issue 1 May 2007 - Operational capabilities are designed to help you—before, during, and after the transaction. |
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