|Pershing Wins Private Asset Management Magazine's Award for Best New Private Banking Product
March 19, 2014 - JERSEY CITY, NJ, - Pershing Advisor Solutions, a BNY Mellon company, has won the Best Private Banking: New Product Award at the Private Asset Management (PAM) 2014 Awards, hosted by Private Asset Management magazine. Selected by an independent panel of industry experts, the award honors outstanding achievement in four areas: financial progress over the course of the previous year, growth, client satisfaction and product innovation.
|Pershing Study Reveals American Gender Paradox: If People Prefer How Women Lead, Why Aren't There More Women in Leadership Positions?
February 26, 2014 - JERSEY CITY, NJ, - Pershing LLC, a BNY Mellon company, today released a new study titled, Americans Crave a New Kind of LeaderAnd Women Are Ready to Deliver, which presents a conflicting but positive outlook on the changing role of women.
|Pershing Unveils NetXInvestor, its Next-Generation Investor Portal
February 11, 2014 - JERSEY CITY, NJ, - Pershing LLC, a BNY Mellon company, today announced the introduction of its redesigned investor-facing portal, NetXInvestor. The new website experience offers a rich, intuitive user interface; streamlined navigation and visualization to improve data display and enhance opportunities for online advisor-client collaboration.
|Pershing Study Shows the Adoption of E-Delivery Technologies Still Lagging Despite Client’s Growing Comfort with Email Communication
February 6, 2014 - JERSEY CITY, N.J., - Pershing LLC, a BNY Mellon company, today released a new white paper entitled, "Closing the e-Delivery Gap: The 2013 e-Delivery Survey," which uncovered a significant gap between financial executives who expect investors to adopt e-delivery and the actual number of investors who enroll in such services.
|Pershing's Customer Brokerage Statement Ranked Number One in Annual DALBAR Survey
January 21, 2014 - JERSEY CITY, N.J., - Pershing LLC, a BNY Mellon company, announced today that its 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 Expands Donor-Advised Funds Platform Available to Advisors
December 17, 2013 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, today announced an expansion of its philanthropic solutions for advisors at independent broker-dealers and registered investment advisors available through NetX360®, its technology platform for advisors. The open-architecture donor-advised funds solution and educational resources provide advisors with the tools necessary to facilitate the creation and management of a donor-advised fund. This solution is made possible through an alliance with Crown Philanthropic Solutions, a provider of donor-advised fund technology.
|Pershing Identifies Six Transformations Elite Broker-Dealers Use to Outperform Peers
December 9, 2013 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, today released a study that shows how elite broker-dealers are outperforming their peers by focusing on six key differentiators. The study, "Broker-Dealer of the Future II: Six Stunning Transformations That Are Creating the Broker-Dealer of the Future," consists of six guidebooks that focus on the transformations broker-dealers are employing. These transformations address how firms can become more profitable by responding to innovations in technology, service methods and shifts in demographics.
|Pershing Adds John Hancock to its First-of-Its-Kind 529 College Savings Solution
December 3, 2013 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, today announced that a second major 529 college savings plan provider, John Hancock, is now available through NetX360®, Pershing's technology platform for advisors. In addition to providing advisors with even more choice in college savings options for their clients, advisors also benefit from increased efficiency of streamlining the account establishment and funding processes. The platform allows advisors to open, fund and consolidate 529 plan accounts directly through NetX360. John Hancock's Freedom 529 Plan joins American Funds' CollegeAmerica® plan on Pershing's no-fee college savings program. The platform's open architecture design will allow more 529 plans to be added in early 2014 and beyond.
|Pershing Enhances NetX360® Platform with Additional Third-Party Technology Integrations
November 20, 2013 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, today announced several enhancements to NetX360®, its technology platform for advisors. NetX360 now offers additional integrations with two popular portfolio management and rebalancing solutions –Blaze Portfolio and Portfolio Pathway. Also, as part of its client onboarding solution, NetX360 now provides Laser App® forms management and configuration tools. In addition to these integrations, users of the NetX360 can now directly access Ebix Smart Office customer relationship management (CRM) software via a single sign-on process.
|Pershing’s FundVest 200: Mutual Fund List Brings Institutional Investment Management Research to Broker-Dealers and Advisors
November 11, 2013 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, announced today that it is developing FundVest 200, a new list of premier mutual funds that can help advisors construct portfolios for investors based on credible, institutional quality research. The funds that are selected for FundVest 200, available on Pershing’s no-transaction-fee mutual fund platform, will be selected by Lockwood Advisors, Inc., utilizing the BNY Mellon Manager Research Group’s independent research process, and will be offered at no additional cost to Pershing broker-dealer and registered investment advisor clients.