Pershing’s customer brokerage account statements received the number-one ranking from DALBAR Inc. in its 16th Annual Trends and Best Practices in Investor Statements for 2013. Pershing was also once again recognized with DALBAR's prestigious "Excellent" designation, which the firm first received in 2004 and has maintained over the past eight years.
Pershing captured the highest score of the survey, with 90.50 points on a 100-point scale. This was well above the average of 81.44 points earned by the 13 financial organizations analyzed in the survey. The rankings are based on over 130 different attributes for brokerage statements and identify which firms are forward-thinking and effectively using this tool to influence positive client behavior. This year, DALBAR recognized those who made notable statement enhancements that not only improved customer service but also helped investors succeed, gave them more information, added transparency and implemented an improved design.
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