Press Release



2008 Press Release

April 23, 2008

The Bank of New York Mellon's Pershing Unit Introduces Advisor-Driven Unified Managed Account Program
 

April 21, 2008

The Bank of New York Mellon's Pershing Unit Launches New Order-Entry System for Subscribe® Annuity Platform
 

April 9, 2008

The Bank of New York Mellon’s iNautix Unit Launches Innovative Compensation Management Solution for Introducing Broker-Dealer Firms
 

March 31, 2008

The Bank of New York Mellon's Pershing Unit Adds Four Industry-Leading Fund Companies to Nexus Funds
 

March 25, 2008

The Bank of New York Mellon's Pershing Unit Adds Three Leading Insurance Carriers To Subscribe® Annuity Platform
 

March 13, 2008

The Bank of New York Mellon's Pershing Unit Introduces Income Guarantee on Retirement Assets
 

March 6, 2008

The Bank of New York Mellon's Pershing Unit to Host INSITE 2008™ Financial Products and services and Services Conference
 

January 30, 2008

The Bank of New York Mellon's Pershing Advisor Solutions Unit Establishes First Family Office Relationship in the Middle East
 

January 24, 2008

Bank Gutmann AG and Gutmann KAG select BNY Mellon Asset Servicing for U.S. equity trading services
 

January 10, 2008

The Bank of New York Mellon's Pershing Unit Appoints Steve Dunlap Managing Director and Chief Operating Officer of Pershing Managed Account Solutions
 

January 8, 2008

The Bank of New York Mellon's Pershing Unit Launches Innovative ETF Center
 

2007 Press Release

 

November 28, 2007

The Bank of New York Mellon's Pershing Unit Adds Baring Asset Management, Henderson Global Investors, Neptune Investment Management, Scottish Widows Investment Partnership and T. Bailey's Mutual Funds to Nexus Funds
 

November 19, 2007

New Study from The Bank of New York Mellon's Pershing Advisor Solutions Unit Offers Independent Registered Investment Advisors Road Map for Exploiting Unprecedented Growth Opportunities
 

November 14, 2007

The Bank of New York Mellon's iNautix USA Unit Introduces Comprehensive Suite of Business Consulting Services
 

November 6, 2007

The Bank of New York Mellon's Pershing Unit Adds Aberdeen Asset Management, M&G Investments, Martin Currie and SVM Asset Management's Mutual Funds to Nexus Funds
 

October 31, 2007

The Bank of New York Mellon's Pershing Unit Adds Calamos Investments to FundVest®
 

October 11, 2007

The Bank of New York Mellon's Pershing Unit Introduces NetExchange Pro® on iPhone
 

September 25, 2007

The Bank of New York Mellon's Pershing Unit to Provide Customers with Comprehensive Suite of Fixed Income Portfolio Solutions
 

September 6, 2007

The Bank of New York Mellon's Pershing Unit Names Mark Tibergien Chief Executive Officer of Pershing Advisor Solutions LLC
 

September 6, 2007

The Bank of New York Mellon's Pershing Unit Launches Innovative Mutual Fund Solution in Europe
 

August 15, 2007

The Bank of New York Mellon's Pershing Unit Releases New Study Focusing On Trends Shaping Advisor Recruitment and Motivations Behind Investment Professionals' Loyalty
 

August 14, 2007

New Study from The Bank of New York Mellon's Pershing Advisor Solutions Unit Identifies RIAs Most Significant Threats, Opportunities for Business Growth
 

August 13, 2007

The Bank of New York Mellon's Pershing Unit Launches Innovative Program to Help Introducing Broker-Dealers Attract and Retain Top Talent
 

July 31, 2007

The Bank of New York Mellon's Pershing Unit Adds Seligman Investments to FundVest®
 

July 23, 2007

The Bank of New York Mellon's Pershing Unit to Provide Customers with Access to Innovative Trading Technology Solutions from Neovest, Inc.
 

July 2, 2007

The Bank of New York Company, Inc. and Mellon Financial Corporation Complete Merger
 

June 5, 2007

The Bank of New York Company Inc.'s Pershing Unit Surpasses $1 Billion in Discretionary Unified Managed Account Programs
 

June 4, 2007

The Bank of New York Company, Inc.'s Pershing Unit to Provide Customers with Access to Health Savings Accounts Through HSA Bank and Millennium Trust Company, LLC
 

May 29, 2007

The Bank of New York Company, Inc.'s Pershing Unit Launches Managed Account Network™ for Introducing Broker-Dealers
 

April 26, 2007

The Bank of New York Company, Inc.'s Pershing Unit Adds Schroders Plc to FundVest®
 

April 25, 2007

Royal Bank of Canada (Suisse) Selects The Bank of New York for U.S. Equity Trading Services
 

April 24, 2007

The Bank of New York Company Inc.'s Pershing Unit to Become Market Maker on NYSE Bonds Platform
 

April 17, 2007

The Bank of New York Company Inc.'s Pershing Advisor Solutions LLC Unit Unveils Comprehensive Practice Management Solutions For Independent Registered Investment Advisors
 

March 26, 2007

The Bank of New York Company, Inc.'s Pershing Unit to Host INSITE™ 2007 Financial Products and Services Conferences
 

March 13, 2007

The Bank of New York Company, Inc.'s Pershing Unit Opens New Office in Lake Mary, Florida
 

March 5, 2007

The Bank of New York Company, Inc.'s Pershing Unit Enhances Securities-Based Consumer Lending Tool
 

January 30, 2007

The Bank of New York Company, Inc.'s Pershing Unit Adds Putnam Investments to FundVest®
 

January 23, 2007

The Bank of New York Company, Inc.'s Pershing Unit Forms Business Alliance with PriceMetrix Inc.
 
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2006 Press Releases

 

December 18, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds Wilmington Trust to FundVest®
 

December 14, 2006

The Bank of New York Company, Inc.'s Pershing Advisor Solutions LLC Unit Releases New Study Offering Valuable Insights into Advisory Firm M&A
 

December 5, 2006

The Bank of New York Company, Inc.'s Pershing Unit to Provide Customers with Access to Standard & Poor's MarketSelect
 

November 17, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds Dunham & Associates Investment Counsel, Inc.'s Performance Fee-Based Funds to FundVest®
 

November 13, 2006

The Bank of New York's Pershing Advisor Solutions LLC Unit Releases New Study Focusing on Best Practices for Managing Human Capital
 

November 9, 2006

The Bank of New York's Pershing Advisor Solutions LLC Unit Launches NetExchange Investor™
 

November 7, 2006

The Bank of New York Company, Inc.'s Pershing Unit to Provide Customers with Access to Donor-Advised Funds through American Endowment Foundation
 

October 31, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds First American Funds to FundVest®
 

October 23, 2006

The Bank of New York's Pershing Advisor Solutions LLC Unit Enhances NetExchange Advisor Platform
 

October 18, 2006

The Bank of New York Company, Inc. Introduces Combined Custody and Execution Solution for Financial Institutions
 

October 17, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds Lincoln Financial Group's Annuities to Subscribe® Annuity Platform
 

October 11, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds RiverSource Annuities to Subscribe® Annuity Platform
 

October 4, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds Ameritas Life Insurance Corp. to Subscribe® Annuity Platform
 

October 3, 2006

The Bank of New York Company, Inc.'s Pershing Unit Introduces Innovative Reporting Tool for Fee-Based Brokerage Accounts
 

September 25, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds Goldman Sachs Asset Management to FundVest® Mutual Fund Program
 

August 9, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds William Blair Funds to FundVest®
 

July 27, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds Russell Investment Company Funds to FundVest®
 

July 11, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds WM Group of Funds to FundVest®
 

June 20, 2006

The Bank of New York Company, Inc.'s Pershing Unit Adds Clipper Fund to Fundvest®
 

June 6, 2006

The Bank of New York Company, Inc.'s Pershing Unit to Provide Customers with Access to Morningstar® Advisor Workstation Enterprise Edition
 

June 5, 2006

The Bank of New York Company, Inc.'s Pershing Unit Introduces Managed Account Direct™
 

May 31, 2006

The Bank of New York Company, Inc. Appoints Richard F. Brueckner Senior Executive Vice President
 

May 16, 2006

The Bank of New York Company, Inc.'s Pershing Unit to Host INSITE™ 2006 Financial Products and Services Conference
 
 

2005 Press Releases

 

September 16, 2005

Inefficient Operations Limit Revenue and Growth Potential of Advisors, According to Pershing Advisor Solutions and Moss Adams Study
 

September 12, 2005

The Bank Of New York Company, Inc.'s Pershing Advisor Solutions Unit and the Financial Planning Association Announce Sponsorship of FPA San Diego 2005
 

September 7, 2005

The Bank Of New York Company, Inc.'s Pershing Unit Recognized with CIO Magazine Bold 100 Award
 

July 25, 2005

The Bank Of New York Company, Inc.'s Pershing Unit Sharpens Focus on RIAs by Expanding Pershing Advisor Solutions Team
 

June 14, 2005

The Bank Of New York Company, Inc.'s Pershing Unit Announces Addition of Wilshire Associates Mutual Funds to No-Transaction-Fee Mutual Fund Program
 

June 14, 2005

The Bank Of New York Company, Inc.'s Pershing Unit Provides Customers With Access to BNY Jaywalk® Consensus Metrics
 

June 13, 2005

The Bank Of New York Company, Inc.'s Pershing Unit to Host INSITE 2005 Financial Products and Services Conference
 

June 13, 2005

The Bank Of New York Company, Inc.'s Pershing Unit Broadens Focus on RIAs with Pershing Advisor Solutions
 

May 3, 2005

April 12, 2005

April 27, 2005

The Bank Of New York's Pershing Unit and Advent Software Enter Into Software Distribution Agreement
 

April 12, 2005

The Bank Of New York's Pershing Unit Announces Agreement to Deliver Streamlined Annuity Solution
 

February 9, 2005

The Bank Of New York's Pershing Unit and Dow Jones Newswires Make 'Dow Jones NewsPlus' Available On NetExchange
 

January 10, 2005

The Bank Of New York's Pershing Unit Announces Addition of USAllianz To No-Transaction-Fee Annuity Program
 
 

2004 Press Releases

 

December 7, 2004

The Bank Of New York's Pershing Unit Welcomes Paul Wichman as Managing Director
 

November 16, 2004

The Bank Of New York's Pershing Unit To Provide Customers With Access To Morningstar Fund Analytics
 

November 01, 2004

The Bank Of New York's Pershing Unit Appointed By Rensburg Investment Management Limited To Provide Clearing And Financial Services Outsourcing Solutions
 

October 18, 2004

The Bank Of New York's Pershing Unit Receives Number One Ranking For Its Customer Statement In 2004 Dalbar Survey
 

September 28, 2004

The Bank Of New York's Pershing Unit To Host Annual Customer Conference
 

September 23, 2004

The Bank Of New York's Pershing Unit To Provide Customers With Access To NaviPlan Extended® Financial Planning Software
 

August 11, 2004

The Bank Of New York's Pershing Unit Assessed At CMM Level 3 For Technology Development
 

June 10, 2004

The Bank Of New York's Pershing Unit To Provide Clients With Access To The Rankings Service
 

June 10, 2004

The Bank Of New York's Pershing Unit To Provide Customers With Access To Directed Trust Services
 

June 10, 2004

The Bank Of New York's Pershing Unit Expands NetExchange Pro® Platform To Deliver Comprehensive Business Reporting Capabilities Through eAnalytics
 

June 9, 2004

The Bank Of New York's Pershing Unit Unveils NetExchange Pro® 3.0, A New Version Of Its Online Brokerage Platform
 

June 9, 2004

The Bank Of New York's Pershing Unit Rebrands And Expands Online Brokerage Platform For Independent Registered Investment Advisors
 

June 7, 2004

The Bank Of New York's Pershing Unit To Host Vision 2004, Pershing's Financial Products And Services Conference
 

June 2, 2004

The Bank Of New York's Pershing Unit Receives DALBAR Communications Seal For Customer Statements
 

May 12, 2004

IBM And Pershing Set New Precedent For Data Recovery
 

May 12, 2004

The Bank Of New York's Pershing Unit Selected By Bloxham Stockbrokers To Provide Fully Outsourced Securities Trading, Clearing And Settlement Service
 

May 6, 2004

The Bank Of New York's Pershing Unit Selected By Goodbody Stockbrokers In First Irish Market Outsourcing Deal
 

March 15, 2004

The Bank Of New York's Pershing Unit To Provide Access To Virtual Office News Through NetExchange Pro®
 

March 10, 2004

The Bank Of New York's Pershing Unit Receives Global Excellence In Workflow Award
 

February 17, 2004

The Bank Of New York's Pershing Unit Joins With Industry Leaders As A Founding Member Of CAPCO
 
 

2003 Press Releases

 

October 22, 2003

The Bank Of New York Integrates Managed Account Platforms
 

September 24, 2003

The Bank Of New York's Pershing Unit Announces Availability Of Nuveen Investments Mutual Funds Through Its Mutual Fund Platform
 

September 17, 2003

Pershing LLC And EISI Announce Agreement To Distribute Leading-Edge Financial Planning Tool To Broker-Dealers
 

August 18, 2003

Pershing Announces Delivery Of Enhanced Services For Financial Services Firms And Investment Professionals
 

June 16, 2003

Pershing LLC Celebrates Milestone For NetExchange Pro®
 

June 11, 2003

Pershing LLC Hosts Vision 2003
 

April 21, 2003

Pershing Announces Agreement To Offer Broker-Dealers And Investment Professionals Access To Mutual Funds Managed By Merrill Lynch Investment Managers
 

April 9, 2003

Pershing LLC And Dene International To Deliver Foreign ExPershing LLC And Dene International To Deliver Foreign Exchange Trading Capability To Broker-Dealers