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Revenue Generators

CURRENT ISSUES - REVENUE GENERATORS


  • ISSUE 14, 2010 
  • 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.*


PAST ISSUES - REVENUE GENERATORS


  • ISSUE 13, 2010 
  • Mutual Fund Only IRAs
    Pershing's Mutual Fund Only Individual Retirement Account (IRA) is ideal for your clients who invest primarily in mutual funds and can serve as a powerful asset gathering tool for you.

  • ISSUE 12, 2010 
  • 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.

  • ISSUE 11, 2010 
  • Gather New, Small Business Assets with ProCash Plus®
    If you service investors who own small businesses, consider the benefits of ProCash Plus® for their particular needs. Small businesses offer a pool of assets you could tap to help you increase your assets under management and give you an edge on the competition.

  • ISSUE 10 - OCTOBER/NOVEMBER 2009 
  • Leverage Managed Accounts as a Lending Alternative
    Broaden your lending solutions by providing your clients the ability to use managed account assets as collateral for a LoanAdvance® nonpurpose loan.

  • ISSUE 9 - SEPTEMBER 2009 
  • Fully Paid Securities Lending
    For those clients who are looking to generate additional revenue on the assets already held in their portfolio, we can help with our new Fully Paid Securities Lending solution. Fully Paid Securities Lending enables your high-net-worth investors with fully paid-for securities to loan their shares and earn additional revenue on top of what is already being earned.


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