- United States
- Global Sites
- United States
- Europe, Middle East & Africa
- Global Locations
- All Locations
- The Americas
- Europe, Middle East & Africa
- Asia Pacific
The revolutionary platform and complete solution for advisors
PYMNTS: BNY Mellon | Pershing Speeds Investors’ Transfers with Real-Time Payments18 January, 2023 BNY Mellon | Pershing is adding real-time payments (RTP) to its investor portal. |
Yahoo News: BNY Mellon | Pershing Adds Real-Time Payments to Its NetXInvestor® Platform18 January, 2023 The new feature enables firms and consumers to make real-time transfers using BNY Mellon | Pershing's portal. |
Pittsburgh Business News: BNY Mellon Hired Veteran-owned Firms to Participate in Senior Bank Notes Issuance28 November, 2022 Subscription Required |
ThinkAdvisor: Family Offices Go Digital With Pershing-Arta Deal22 November, 2022 RIA Arta Finance recently rolled out its digital family office platform for accredited investors. The firm is running the platform in partnership with BNY Mellon | Pershing, which provides Arta with middle- and back-office processing, clearing, custody and settlement services. |
ThinkAdvisor: Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech Roundup06 October, 2022 BNY Mellon’s Pershing X division teamed with technology startup Conquest Planning to integrate Conquest’s financial planning application into the Pershing X platform, the companies said Thursday. |
Traders Magazine: Pershing X Aims to Transform the Advisory Marketplace27 September, 2022 The wealth management ecosystem is undergoing rapid change accelerated by the digital revolution that’s shaping the new way of business being conducted by advisors, according to Ainslie Simmonds, President of Pershing X. |
The Wall Street Journal: Soft Landing Harder to See After CPI Report, Investor Says13 September, 2022 Matt Forester, Chief Investment Officer of Lockwood Advisors at BNY Mellon | Pershing, provides market commentary and insights following the September Consumer Price Index (CPI) release. |
Hedgeweek: Recruitment Retooled: New Trends in Hedge Fund Hiring08 September, 2022 Aaron Steinberg, Head of Prime Services Sales, BNY Mellon | Pershing, and Lisa Lewin, Director, Prime Services, BNY Mellon | Pershing, share insights on trends in hedge funds. |
Barron's: Moran Exits Wells Fargo To Go Independent24 August, 2022 BNY Mellon | Pershing client Moran Wealth Management launches new business as an independent RIA. |
Advisor Perspectives: Three Keys to Advisory Firm Talent Management23 August, 2022 Maura Creekmore, Co-Head of Wealth Solutions, BNY Mellon | Pershing, shares how a strong culture can be key to inspiring the team and workplace of tomorrow. |
Financial Advisor IQ: Let's Talk Tech: What Do RIAs Want and Need?19 August, 2022 Bill Bruckner, Head of Consulting and Implementation, Wealth Solutions, BNY Mellon | Pershing, and Tim Foley, Managing Director of Technology, BNY Mellon | Pershing, discuss what technology advisors need to better serve their clients and grow their practice. |
Insider: Meet 6 people driving tech innovation at wealth giants like Merrill Lynch and Charles Schwab to help gain an edge in the $40 trillion industry18 August, 2022 Ainslie Simmonds, President of Pershing X, and top wealth management execs share how they're driving technology innovation across the industry. |
Barron's: Pershing's Ben Harrison to Chair Foundation for Financial Planning04 August, 2022 Ben Harrison, Co-Head of Wealth Solutions, BNY Mellon | Pershing, is appointed chairman of The Foundation for Financial Planning (FFP). |
Bloomberg Businessweek Podcast: BNY Mellon Pershing Insite Day Two17 June, 2022 Ainslie Simmonds, President of Pershing X, shares her thoughts on the impact of digital disruption on the advisory community. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, discusses the digitization of the advisory industry. Tonia Bottoms, Senior Managing Counsel at BNY Mellon Pershing, explains why DEI is so important in the financial advice community. |
Bloomberg Businessweek Podcast: BNY Mellon Pershing Insite Day One16 June, 2022 BNY Mellon Pershing CEO Jim Crowley and COO Emily Schlosser discuss meeting financial advisor and wealth manager demands. Ben Harrison, Co-Head of Wealth Solutions at BNY Mellon Pershing, explains the evolution of the advisory model. |
Financial Advisor IQ: Pershing Launches ‘Hyper-Personalization’ Platforms for FAs16 June, 2022 The launch of innovative technology enhancements to NetX360+ are showcased, including insights from Ram Nagappan, CIO, BNY Mellon | Pershing and Tim Foley, Managing Director, Technology, BNY Mellon | Pershing. |
ThinkAdvisor: Financial Services Can Do Better on Diversity06 June, 2022 Tonia Bottoms, Managing Director and Senior Counsel, BNY Mellon | Pershing, shares her professional journey and her passion for leading the way in diversity, equity and inclusion (DEI). |
Hedgeweek: The Next Generation - How Emerging Managers Are Adapting to the New Hedge Fund Landscape06 June, 2022 David Shalom, Head of Capital Introductions, Prime Services, BNY Mellon | Pershing, provides perspective on emerging managers and what's ahead for the hedge fund industry. |
Global Custodian: Fireside Friday with Pershing's Aaron Steinberg03 June, 2022 Aaron Steinberg, Head of Prime Services, BNY Mellon | Pershing, shares the latest on corporate strategy and insights on hedge fund trends. |
ThinkAdvisor: 5 Ways Financial Advice Is Changing Now | ThinkAdvisor12 May, 2022 Ben Harrison, Co-Head of Wealth Solutions, BNY Mellon | Pershing, shares five trends reshaping the industry of financial advice, and how advisory firm leaders can stay a step ahead to leverage industry transformation for growth opportunities. |
Barron’s: Consumer Sentiment is at a Decade Low. Blame Inflation.25 February, 2022 Matthew Forester, Director and Chief Investment Officer, Lockwood Advisors, shares commentary on the shift in consumer sentiment in the wake of rising prices and the possibility that the Federal Reserve could raise interest rates to curb inflation. |
HFM: Biggest Multi-Managers Add Over $50BN Since 202017 February, 2022 Aaron Steinberg, Head of Prime Services, BNY Mellon | Pershing, speaks with HFM about multi-strategy hedge fund managers, and how the growth of the "Billion Dollar Club" (the six largest multi-strategy hedge fund managers) could potentially reshape the industry. |
Opalesque: 2021: An Eventful Year for Hedge Funds27 January, 2022 Aaron Steinberg, Head of Prime Services, BNY Mellon | Pershing, shares an insightful recap of major events in the hedge fund industry in 2021. |
RIA Intel: Ainslie Simmonds’ Vision for Pershing X, a Startup Out to Replace Advisor Tech Stacks07 January, 2022 The leader of Pershing X explains why her experience, leadership style, and the support of BNY Mellon, have positioned the new venture to disrupt how wealth managers do business. |
Real Assets Advisor: Jim Crowley - The Purpose-Driven Executive01 January, 2022 Real Assets Advisor kicks off 2022 with a cover story on BNY Mellon Pershing CEO Jim Crowley, and what has motivated him on his journey to the c-suite. |
Bloomberg: Omicron’s Impact Amid The Holiday Shopping Season29 November, 2021 Lockwood Chief Investment Officer Matt Forester speaks with The Tape anchors Matt Miller and Paul Sweeney about new COVID-19 variant Omicron’s impact on markets. |
CityWire: Pershing is building a new all-in-one advisory platform25 October, 2021 CityWire covers Pershing’s plans to build an all-in-one advisory platform through a new subsidiary called Pershing X, which “will bring together ‘all the tools, products, and services an advisor may need.” |
Financial Planning: Pershing’s business grows, even after losing major client19 October, 2021 Financial Planning covers BNY Mellon’s earnings announcement and Pershing’s business growth in the third quarter. |
InvestmentNews - Pershing lures custody business with latest turnkey offering14 October, 2021 Pershing CEO Jim Crowley speaks with Jeff Benjamin on the occasion of the launch of Pershing’s new business unit, Pershing X. |
Cheddar TV: Stocks Close Higher as Fed Leaves Interest Rates Unchanged22 September, 2021 Lockwood CIO Matt Forester discusses the impact of Fed meeting on markets. |
CNBC: Here’s how financial advisors can navigate investors through uncertainty22 September, 2021 In an op-ed, Ben Harrison states that this is a unique time for to rebuild reputation damaged in past financial crises and become a valuable resource for investors and outlines the steps they can take to achieve that end. |
CityWire: $850m ex-UBS team forms independent RIA08 September, 2021 The newly independent RIA Next Level Private chooses BNY Mellon’s Pershing as its custodian. |
MarketWatch: U.S. stocks end slightly lower Tuesday as investors close out a winning31 August, 2021 Lockwood CIO Matt Forester comments on day’s market moves. |
Bloomberg: Lockwood's Forester: Market Looking a Little Tired (Radio)10 August, 2021 Earnings have looked really good so far this year, but the market is showing signs of fatigue from strong gains, according to Lockwood CIO Matthew Forester. |
ThinkAdvisor: Advisor Group, Cetera and Pershing Tackle 2 Big Advisory Myths30 July, 2021 BNY Mellon’s Pershing Co-Heads of Wealth Solutions Maura Creekmore and Ben Harrison speak at the virtual FSI OneVoice conference to debunk some of the common myths in the wealth business and to help advisors and brokers navigate the changes in the industry. |
WealthManagement.com: Advyzon Updates Pershing Integrations, Reveals Rebalancing Tech26 July, 2021 Advyzon announces bi-directional integrations with BNY Mellon’s Pershing, which will allow data to flow from Advyzon’s CRM into Pershing’s onboarding tool, while making documents from the custodian’s NetX360 platform visible within Advyzon. |
Bloomberg: Stocks Extend Rally Amid Strong Corporate Earnings: Markets Wrap20 July, 2021 Lockwood Chief Information Officer Matt Forester comments on market moves of the day. |
FundFire: Why Pershing Split its Wealth and Institutional Units19 July, 2021 Pershing’s Co-Head of Wealth Solutions Ben Harrison speaks with FundFire about the recent revamp of Pershing’s business lines. |
BUSINESS INSIDER: Small hedge fund managers are feeling optimistic as launches surge and investors seek alternatives to the industry's biggest names16 July, 2021 BNY Mellon's Pershing Prime Services unit comments on investor expectations, states that a majority of investors went from requiring returns between 8% and 9.9% to make an investment last fall to 10% to 15.9% this year. |
Financial Planning: Pershing reels in $40 billion in net new assets despite exits16 July, 2021 According to BNY Mellon’s July 15th earnings statement, BNY Mellon’s Pershing brought in $40 billion in net new assets in the second quarter, which is nearly four times the $11 billion it tacked onto its clearing and custodial platforms a year earlier. |
Global Fintech: Global Fintech Interview with Ram Nagappan, CIO at BNY Mellon Pershing16 July, 2021 Pershing CIO Ram Nagappan speaks with Global Fintech about trends sharping the fintech industry and Pershing’s latest solutions. |
FA IQ: Investors Looking for Highly Integrated Experience: Pershing Exec06 July, 2021 Investors are "really going to be measuring all of us versus the experience that they have on Amazon and in other solutions they have on their mobile devices," says Ben Harrison, co-head of wealth solutions at Pershing. |
InvestmentNews – Restarting firm culture post-pandemic24 June, 2021 Pershing CEO Jim Crowley discusses how firms will need to adapt and prioritize the ‘human factor’ in the second half of the year. |
InvestmentNews: Going long with Michael Kitces and Ben Harrison14 June, 2021 Ben Harrison, co-head of Pershing’s Wealth Solutions business, discusses the key trends in the RIA space and how Pershing is helping clients address the changes in the industry. |
CityWire Americas: In the hot seat: Pershing answers your questions on its LatAm advisor strategy14 June, 2021 Head of Pershing’s Global Client Relationships John Ward answers CityWire Americas’ questions about Pershing’s LatAm business. |
FA Magazine: Advisors Urged To Measure Their Workplace Diversity Efforts11 June, 2021 Joel Hempel, Chief Operating Officer of Lockwood at BNY Mellon’s Pershing, discusses the importance of data when measuring progress on diversity, equity and inclusion, at the BNY Mellon/Pershing Insite 2021 conference. |
Financial Advisor IQ: Firms Should Give Clients Consolidated View of All Their Assets: Execs11 June, 2021 Speaking at the Pershing INSITE 2021 Conference, Kellen Maia de Sá, principal of the financial services practice at EY, discusses why advisory firms must develop digital solutions that can help them provide their clients with a holistic view of all their assets, regardless of where they are held. |
Financial Advisor IQ: Independent FAs Still in Limbo, Industry Urged to Engage Regulators11 June, 2021 Speaking at Pershing’s Insite 2021 conference, David Bellaire, general counsel of the Financial Services Institute, urges those in the industry to be proactive in engaging with regulators and legislators about issues that impact the financial services industry. |
Financial Advisor IQ: Scaling the Business is Not the Right Way to Go for All FAs: Michael Kitces11 June, 2021 Financial advisor and industry blogger Michael Kitces discusses why scaling business may be top-of-mind for many advisory firms, but that’s not always the right way to proceed at Pershing’s INSITE 2021 conference. |
FA Magazine: Why Dealing With Clients Is Always About The Family11 June, 2021 Panelists at the BNY Mellon Pershing INSITE 2021 conference discuss why older financial advisors should listen to the ideas their younger counterparts bring to the table, especially if they want to attract next-generation clients. |
FA Magazine: Dr. Sanjay Gupta Tells Advisors How To Build New Brain Cells10 June, 2021 Dr. Sanjay Gupta, neurosurgeon, author and CNN chief medical correspondent, speaks at the BNY Mellon/Pershing Insite 2021 conference, discusses how individuals can build new brain cells by doing things in a completely different manner from normal. |
FA Magazine: Leslie Odom Jr. Shares His Road To Success At BNY Mellon Pershing's Insite 202110 June, 2021 Addressing the audience at BNY Mellon/Pershing’s Insite 2021 conference, the Tony- and Grammy Award-winning musical artist Leslie Odom Jr. highlights the importance of leadership at organizations. |
InvestmentNews: How top advisers use tech to grow assets: Michael Kitces, Ram Nagappan10 June, 2021 Industry luminary Michael Kitces and Pershing chief information officer Ram Nagappan outline key areas where advisers should leverage technology to grow their businesses with a focus on client experiences and time efficiency. |
FA Magazine: Leslie Odom Jr. Shares His Road To Success At BNY Mellon Pershing's Insite 202110 June, 2021 Addressing the audience at BNY Mellon/Pershing’s Insite 2021 conference, the Tony- and Grammy Award-winning musical artist Leslie Odom Jr. highlights the importance of leadership at organizations. |
FA Magazine: Pershing Enhances Integration Portal10 June, 2021 NetXServices, Pershing’s next generation integration portal announced at the BNY Mellon/Pershing Conference, Insite 2021, will allow firms with simpler and faster access to technology solutions and data on the Pershing platform. |
WealthManagement.com: Pershing Entices Developers, Vendors With New API Hub10 June, 2021 Pershing announces enhancements to its connectivity and APIs with the rollout of NetXServices at Pershing's virtual INSITE conference. |
FA Magazine: Altair CEO Says Work-From-Home Is Here To Stay09 June, 2021 Speaking at the Pershing INSITE 2021 Conference, Altair CEO Rebekah Kohmescher discusses how the advice industry has changed irretrievably since the Covid-19 crisis began and how advisors are likely not going back to the old way of doing things. |
Bloomberg Radio: How Technology Has Reinvented Business09 June, 2021 Ram Nagappan, Chief Information Officer at BNY Mellon’s Pershing, discusses how technology is driving a change in work and business. |
InvestmentNews: How charitable donations can replace the stretch IRA09 June, 2021 Panelists at the Pershing INSITE conference discuss how charitable donations can fill the void left by the demise of the stretch IRA. |
ThinkAdvisor: Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice09 June, 2021 Speaking at a virtual keynote panel at the BNY Mellon Pershing INSITE conference, head of planning strategy at Buckingham Wealth Partners and co-founder of XY Planning Network Michael Kitces highlights how the advisory industry is in the midst of just a huge evolutionary shift. |
Financial Planning: Pershing launches multi-custodial managed accounts service, next-generation integration portal09 June, 2021 At its annual INSITE conference, Pershing reveals a new multi-custodial managed accounts software for financial advisors and an integration portal for software developers building fintech apps on the Pershing platform. |
CityWire Americas: Pershing preps one-stop managed accounts platform for advisors08 June, 2021 Pershing is preparing to launch a multi-custodial managed accounts solution that will allow its US and Latin American advisor clients to oversee their advisory business from one platform. |
FA Magazine: BNY Mellon's Pershing To Launch Service To Streamline Handling Of Managed Accounts08 June, 2021 BNY Mellon’s Pershing announces plans to roll out multi-custodial managed accounts solution, which will be available to both Pershing’s Wealth Solutions clients and to firms who do not custody with Pershing. |
InvestmentNews: Pershing to offer managed accounts platform to all08 June, 2021 BNY Mellon Pershing announces a new managed account platform that will be open to all at its annual INSITE Conference. |
InvestmentNews: Pershing Insite 2021 kicks off with practice management lessons08 June, 2021 On the opening day of BNY Mellon Pershing INSITE 2021 Conference, speakers discuss leadership and practice management lessons. |
WealthManagement.com: Pershing Is Building A New Multi-Custodial Managed Account Tool08 June, 2021 At its first-ever virtual INSITE conference, Pershing announces a new multi-custodial managed accounts solution. |
Barron’s: These 4 Factors Will Determine the Top Advisory Firms of the Future03 June, 2021 In a contributed piece, Pershing’s co-head of Wealth Solutions Ben Harrison discusses how RIA firms can build future-proof businesses. |
ThinkAdvisor: Why Some Advisory Firms Struggle With Recruiting03 June, 2021 Pershing’s Head of Relationship Management and Consulting Christina Townsend discusses the pitfalls advisory firms face when recruiting and how to address them. |
FundFire: Hedge Fund Launches Ramp Up for 'Strong' Second Half, Start to '2202 June, 2021 Pershing’s Head of Sales for Prime Services Aaron Steinberg discusses the current launch environment for hedge funds. |
BusinessInsider: Here are 4 York Capital alums starting their own funds after billionaire Jamie Dinan pulled his firm out of the hedge fund game31 May, 2021 Pershing’s Head of Sales for Prime Services Aaron Steinberg offers insights on the current launch environment for hedge funds. |
Enterpreneur.com: Pershing Prime Services – Hedge fund Market Observations24 May, 2021 Pershing’s Head of Prime Services Mark Aldoroty offers insights on the current hedge fund market trends. |
FA Magazine: Financial Services Industry Needs New Talent, BNY Mellon Exec. Says13 May, 2021 Pershing’s Head of Relationship Management and Consulting Christina Townsend outlines the ways in which financial advice industry can expand its talent pool. |
Financial Planning: Pershing restructure is ‘first step’ of multi-year service model shift03 May, 2021 BNY Mellon Pershing is in early stages of what will be a multi-year restructuring of its business. The firm is merging its bank and trust, broker-dealer and RIA custody units under one division, dubbed Wealth Solutions, in an effort to streamline its middle-office resources, technology integrations and service teams. |
CIO Talk Network: How AI Is Transforming the Financial Advice Business29 April, 2021 Ram Nagappan, CIO of Pershing, outlines the different ways artificial intelligence is changing the wealth management industry. |
InvestmentNews: Pershing expands fee-based annuity offerings for RIAs26 April, 2021 The number of carriers on its RIA custodial platform increased to 20 from seven and the number of fee-based products rose to 70. |
Barron’s: Pershing Realigns U.S. Business to Reflect Changing Industry21 April, 2021 Pershing realigns its U.S. business under two main segments—wealth solutions and institutional solutions—to better serve clients. |
InvestmentNews: Hybrid engagement requires reimagined work schedules and roles18 April, 2021 Ben Harrison, co-head of Pershing’s Wealth Solutions business discusses how businesses will need to adapt processes and technologies as they integrate remote and in-office workers. |
CIO Magazine: 7 business skills every IT leader needs to succeed13 April, 2021 Pershing CIO Ram Nagappan discusses the key skills technology leaders need to succeed in today’s business world. |
ThinkAdvisor: New Decade, New Chance to Close the Gender Gap29 March, 2021 Christina Townsend, head of Relationship Management, Consulting and Platform Strategy, pens an article on how advisory firms can build a diverse workforce. |
Businessinsider: Ready to Launch: These are the 29 bankers, advisors, and lawyers to know if you're thinking about starting your own hedge fund22 March, 2021 Pershing’s Prime Services Lead Mark Aldoroty listed among the 29 people managers need to know if they are considering launching their own hedge fund. |
Financial Planning: Pershing introduces new integrations with Orion that advisors won’t find at other custodians22 March, 2021 Bi-directional and API-level integrations between Orion and Pershing allow advisors to effortlessly navigate between the two platforms and provide access to real-time data and documents. |
InvestmentNews: Building a resilient advisory business for the post-pandemic world15 March, 2021 Ben Harrison, head of Advisor Solutions at Pershing, authors an article about how advisory firms can build a successful business in the post-pandemic world. |
Advisorhub: Pershing Steps Up Business Plan for ‘Small’ Advisors: Interview25 February, 2021 Ben Harrison, head of Advisor Solutions at Pershing, discusses Pershing’s business strategy for the emerging advisor segment. |
Wealthadvisor: BNY Mellon launches ETF and managed account model portfolios17 February, 2021 Lockwood Asset Allocation Portfolios, along with BNY Mellon Investment Management’s ETF Model Portfolios, are now available to firms using the Envestnet platform. |
Planadvisor: RIAs Need to Remain Competitive in the Face of Record M&As10 February, 2021 Ben Harrison, head of Advisor Solutions at Pershing, how advisors can stay competitive in face of rapid consolidation. |
ThinkAdvisor: Female Tech Leaders Who've Topped the Charts28 January, 2021 Pershing leaders mentioned as part of ThinkAdvisor’s Female Tech Leaders list. |
Barron's: It's All About Growth26 January, 2021 Ben Harrison, head of Advisor Solutions at Pershing, discusses key issues facing advisors in 2021. |
Bloomberg: Nagappan on 2021 Tech Trends (Podcast)05 January, 2021 Pershing CIO Ram Nagappan discusses the main tech trends for 2021. |
ThinkAdvisor: 10 Event Ideas to Connect With Clients' Adult Children10 December, 2020 Pershing’s recent white paper, “Driving Growth Through Multigenerational Relationships,” outlines the best wealth retention strategies for advisors and offers tips on engaging in more meaningful conversations with clients. |
MarketWatch: Dow slips, Nasdaq gains as surge in jobless claims reinforces need for financial aid before year end10 December, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, comments on the performance of U.S. stock indexes as rise in weekly jobless benefit claims. |
Fundfire: Hurdle is Even Higher for Hedge Fund Launches: Prime Services09 December, 2020 Aaron Steinberg, Director and Head of Relationship Management for Pershing Prime Services, discusses how the process of launching a hedge fund has become more onerous, from operations to the basic ingredients – especially in the past year. |
Citywire Americas: Pershing overhauls offshore fund platform, targets LatAm advisor growth08 December, 2020 Pershing’s new offshore fund platform, Offshore Flex, is now available to a broader range of Latin American advisors and wealth managers. Rich Calvario, Director of global strategy and product management at Pershing, comments on the new version of the platform. |
ThinkAdvisor: $3.75B Breakaway RIA Moves to Pershing07 December, 2020 RIA Mayflower Advisors selects Pershing as its primary custodian and broker-dealer for advisory assets. (Also covered in WealthManagement.com: $3.75B Team Leaves Wells Fargo FiNet to Create RIA Mayflower Advisors) |
Fundfire: 'Clear Winners and Losers' Show Renewed Hedge Fund Appetite02 December, 2020 Aaron Steinberg, Director and Head of Relationship Management for Pershing Prime Services, discusses long/short equity strategies, especially sector-based products focused on areas such as healthcare or technology, are showing stronger investor interest. Subscription Required |
Bloomberg News: ‘It’s Been Amazing’: November’s Record Moves in Charts01 December, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, comments on the performance of Global equities and small caps. Subscription Required |
Citywire New Model Advisor: The death of the password25 November, 2020 Pershing’s recent introduction of biometric sign-on in the US featured as a number of client portals, platforms and back-office systems move away from username/password login protocols to two-factor or even multi-factor authentication. |
Fundfire: Lockwood Introduces New UMA Program24 November, 2020 Lockwood Advisors expands its unified managed account (UMA) offering through a new program: The Flexible UMA. The UMA will feature 88 model-delivered separately managed accounts (SMAs); 165 mutual funds; 81 exchange-traded funds (ETFs); 11 strategists, offering a total of 120 different model portfolios; and 19 Lockwood portfolios. Subscription Required |
The Motley Fool: Why fund manager optimism is at almost 3-year highs24 November, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, discusses the factors driving the market rally. |
ThinkAdvisor: Pershing’s Lockwood Rolls Out New UMA Program23 November, 2020 Amid growing demand for unified managed accounts, Lockwood Advisors expands its unified managed account offering, while lowering its minimum asset requirement and yearly program fee. |
Bloomberg News: It’s Getting Very Costly to Worry About Covid in Stock Market21 November, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, quoted. Subscription Required |
Wealth Management: Pershing to Deploy New UMA20 November, 2020 Lockwood Flexible UMA launch. |
ThinkAdvisor: 8 'Must Know' Advisor Trends18 November, 2020 Ben Harrison, Managing Director and Head of Advisor Solutions at Pershing, quoted. |
Citywire Americas: Offshore managed accounts demand rising in LatAm, says Pershing ’s Ward17 November, 2020 John Ward, Managing Director and a Senior Relationship Manager for the Global Client Relationships group at Pershing, discusses how high net worth Latin American investors are looking for greater control over their investments as the shift from the commission-based to the fee-based advisory model continues to gain pace across the offshore industry. |
Wealth Management: With or Without a Pandemic, Employee Onboarding Can be Tricky17 November, 2020 Karen Novak, COO of Advisor Solutions at Pershing, discusses how employee onboarding can be tricky. |
Fund Intelligence: Lockwood Advisors launches UMA Program that includes third-party strategists16 November, 2020 Lockwood Advisors has launched an all-encompassing unified managed account offering that will incorporate third-party strategist model. Subscription Required |
Nasdaq: #TradeTalks: What are the Backdrop Investors and Voters are Contending with?03 November, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, discusses what the backdrop investors and voters are contending with. |
InvestmentNews: Advisers can’t always rely on market performance02 November, 2020 Christina Townsend discusses advisory firms’ approach to growth and productivity in this article that provides an overview of Pershing’s Pricing & Profitability study. |
The Trade: March Madness26 October, 2020 Mark Aldoroty comments on how the month of March changed the world, how hedge funds and prime brokers responded to the economic crisis that ensued, and what will be the ‘new normal’ for the HF-PB relationship. |
Bloomberg News: Political Strife Threatens Growth: Lockwood's Forester (Radio)26 October, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, discusses his current outlook for stimulus, markets and investing. Subscription Required |
InvestmentNews: Why are advice firms still trying to ride a bull market?26 October, 2020 Christina Townsend comments on the key findings of the recent Pricing & Profitability study. Subscription Required |
The Wealth Advisor: Pershing Rakes In $12 Billion In New Assets As New RIA Clients Come Rolling In23 October, 2020 Todd Gibbons, CEO of BNY Mellon, comments on third quarter earnings, highlights Pershing’s RIA custody business. |
ThinkAdvisor: Pershing CEO: ‘Pandemic Forced Us to Rethink Everything’06 October, 2020 Pershing CEO Jim Crowley discusses what’s changed and what hasn’t in light of the COVID-19 global health pandemic. |
Global Custodian: Mark Aldoroty, head of Prime Services, discusses how the month of March changed the world.02 October, 2020 Mark Aldoroty, head of Prime Services, discusses how the month of March changed the world. |
Wealth Management Today: AI-Powered Custodians as The Ultimate Digital Assistant17 September, 2020 Pershing’s Advanced Technology Lab initiatives featured in this podcast with Raj Madan, Managing Director of Architecture, Common Services and Innovation at Pershing and Michelle Feinstein, Director of Technology Solution Consulting and Client Engagement for Pershing. |
Financial Planning: Pershing takes ‘step forward’ to a password-less future02 September, 2020 Pershing’s new biometric authentication access for advisors on the Pershing’s NetX360 desktop is featured in this Financial Planning article. NOTE: This article also appeared in American Banker, Ignites, Find Biometrics and Financial Advisor IQ |
RIA Intel: Pershing Deepens Relationship With CAIS, iCapital as Alts Platform Doubles in Size01 September, 2020 Pershing becomes the first custodian to integrate with CAIS and iCapital via APIs. |
Alternatives Watch: Investors are ‘Zooming’ in on new hedge fund talent31 August, 2020 Mark Aldoroty, Managing Director and Head of Prime Services and Collateral Funding & Trading at Pershing, discusses due diligence in a virtual environment. |
Fundfire: Pershing Partners with CAIS and iCapital to Expand Alts Capabilities26 August, 2020 Pershing taps alternative platform providers CAIS and iCapital Network to help improve its technology for advisors looking to access alternative investments. free registration required |
Financial Planning: To attract RIAs, Pershing turns to alternative investments26 August, 2020 Interest in alternative investments is rising as advisors look for new ways to generate alpha in an era dominated by index investing. Pershing is making access to these products easier with a pair of new integrations that automates document workflows between Pershing’s custodian platform and two prominent alternative investment sponsors: CAIS and iCapital Network. Subscription Required |
ThinkAdvisor: Pershing Streamlines Alts Offerings for Advisors25 August, 2020 Pershing expands its alternative investment capabilities by integrating them with the CAIS and iCapital Network platforms through its Application Program Interface Store. |
Global Custodian: BNY Mellon’s Pershing to integrate alternatives platforms CAIS and iCapital Network25 August, 2020 Pershing becomes the first registered investment advisor (RIA) custodian to offer access to alternative investment platforms CAIS and iCapital through its enterprise Application Program Interface (API) Store. |
Non-Beta Alpha Clearing Week: Ben Harrison Managing Director, BNY Mellon | Pershing21 August, 2020 Raj Madan, Managing Director of Architecture, Common Services and Innovation at Pershing, discusses Pershing’s Biometric Payment Acknowledgement solution and how it’s helping advisors combat identity theft. |
Fund Intelligence: Demand surge for dividend strategies and private equity at Pershing, Lockwood20 August, 2020 Matt Forrester, Chief Investment Officer and Director of Investments at Lockwood Advisor; Joel Hempel, Chief Operating Officer at Lockwood Advisors; and Robert Cirrotti, Managing Director, Investments and Managed Accounts at Pershing, discuss key trends in investment strategy and managed accounts. Subscription Required |
Advisorhub: Leadership Changes & Value-Based Custody Pricing at BNY Mellon | Pershing19 August, 2020 In this podcast, Ben Harrison, Head of the RIA custody business at Pershing, discusses new leadership changes, future visions for Pershing and details on how their updated value-based custody approach will lead them to become the largest RIA custodian. |
ThinkAdvisor: What the Fastest Growing RIA Firms Do Differently18 August, 2020 DFA's Bryce Skaff talks to Benjamin Harrison, Head of the RIA custody business at Pershing, about what differentiates high-growth firms from low-growth ones, as part of Pershing Webinar Series. |
ThinkAdvisor: Coming Soon at Hightower: More Strategic Investments in RIAs05 August, 2020 Hightower CEO Bob Oros and Pershing's Benjamin Harrison discuss M&A and the impact of the pandemic as part of the Pershing Webinar Series. |
Wealth Management: Find the Right Buyer to Ensure Your Advisory Firm’s Future Success04 August, 2020 This article discusses Pershing’s views on how advisory firms can build an enduring business. Subscription Required |
HFM: The drivers behind the changing market for hard-to-borrow securities04 August, 2020 In this bylined article, Mark Aldoroty, Managing Director and Head of Prime Services and Collateral Funding & Trading at Pershing, discusses the growing adoption of technology in the securities lending market. Subscription Required |
The Trade: Quantamental investing strategy shines in coronavirus world03 August, 2020 Mark Aldoroty, Managing Director and Head of Prime Services and Collateral Funding & Trading at Pershing, discusses passive investing and its impact on the markets. |
Best Execution: The Covid-19 road to outsourcing03 August, 2020 Michael Horan, Head of Trading at Pershing EMEA, comments on the factors that have increased interest in outsourcing trading desks. |
Barron’s: How Covid-19 Will Transform the Industry30 July, 2020 Benjamin Harrison, Head of the RIA custody business at Pershing, highlights the pros and cons of the AUM-fee model. Subscription Required |
Wealth Management Today: #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison30 April, 2020 Ben Harrison discusses his career trajectory and how Pershing is doubling down on the RIA market segment in this episode of Wealth Management Today. |
US News & World Report:Product Q&A with BNY Mellon29 April, 2020 Raj Madan, Managing Director of Architecture, Common Services and Innovation at Pershing, discusses Pershing’s Biometric Payment Acknowledgement solution and how it’s helping advisors combat identity theft. |
Alternatives Watch: Pershing Prime Services sees HFs adapt to the new market normal28 April, 2020 Mark Aldoroty, Managing Director and Head of Prime Services and Collateral Funding & Trading at Pershing, discusses the recent trends and outlook for the hedge fund markets. Subscription Required |
Citywire USA: Pershing’s incoming RIA custody CEO promotes two execs28 April, 2020 Ben Harrison, new head of Pershing’s Advisor Solutions business, announces new appointments in his leadership team. Sean Keenan becomes the head of Business Development and Christina Townsend head of Relationship Management, as well as Consulting and Advisor Platform Strategy. |
ThinkAdvisor: The 2020 IA25 Winners: Voices in a Crisis28 April, 2020 Mark Tibergien, CEO of Advisor Solutions at Pershing and one of the IA25 winners discusses the impact of the crisis on the advisory profession. |
ThinkAdvisor: Exit Stage Right27 April, 2020 Mark Tibergien discusses how the pandemic crisis calls us to consider what we can do to make the circumstances better now, and what we can change to improve how we respond to such threats in the future. |
ThinkAdvisor: Final Thoughts for the Final Column27 April, 2020 Mark Tibergien, CEO of Advisor Solutions at Pershing, discusses four key ways advisors can continue to serve clients — and make a difference. |
CNBC: It’s going to take time to get to where we were before coronavirus: Investing pro24 April, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, discusses investment strategies amid the coronavirus pandemic. |
MarketWatch: Stock-market losses ease as investors assess gradual removal of global lockdowns20 April, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, shares his views on the economy and lockdowns. |
Bloomberg News: To Understand the Wild U.S. Stock Rally, Just Forget About 202010 April, 2020 Matthew Forester, Chief Investment Officer and Director of Investments at Lockwood Advisors, comments on the impact of the coronavirus pandemic on the upcoming earning reports of the companies. This story also appeared in the following media outlets (click on outlet name to view story): Financial Post; MSN; O.Canada; Pittsburgh Post-Gazette; ThinkAdvisor Subscription Required |
Wealth Management: Portfolio Management And Reporting Technology: When To Make A Change06 April, 2020 Pershing’s 2019 Elite Advisor Summit poll results highlight that 37% of executives view implementing new technologies or solutions to meet client needs as the biggest challenge to their business. |
ThinkAdvisor: Pershing Rolls Out Pricing Options, Taps Replacement for Tibergien30 March, 2020 Ben Harrison comments on Pershing’s new pricing strategy. |
ThinkAdvisor: Tibergien: The Smell of Fear30 March, 2020 Mark Tibergien, CEO, Advisor Solutions at Pershing, discusses leadership qualities and traits. |
RIABiz: Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession13 March, 2020 Mark Tibergien, CEO, Advisor Solutions at Pershing, passes the baton to Ben Harrison, Managing Director and Head of new business development of Advisor Solutions at BNY Mellon’s Pershing. |
Financial Advisor IQ: Pershing Rolls Out New RIA Pricing Models09 March, 2020 Pershing rolls out new pricing options designed to give registered investment advisors more flexibility and transparency in serving clients. |
ThinkAdvisor: What Pershing’s Pricing Shakeup Means for RIAs06 March, 2020 Pershing launches a new pricing strategy, providing advisors with more choice, flexibility and transparency. This story also appeared in the following media outlets (click on outlet name to view story): Assetman.net; Family Wealth Report; Fund Services; Global Custdoy.net |
Financial Advisor Magazine: Pershing Names Ben Harrison To Succeed Mark Tibergien At Its RIA Arm04 March, 2020 Benjamin Harrison is named Head of the registered investment advisor custody division of Pershing. |
ThinkAdvisor: Tibergien's Successor Says RIA Custodial Business Is Ripe for New Pricing Model04 March, 2020 Ben Harrison, who will succeed Mark Tibergien as the Head of Pershing’s RIA custody business come June 1, discusses how growing the advisory business “will be a big focus” of the firm’s future. |
ThinkAdvisor: What Tibergien Expects for RIAs' Future, and His Own04 March, 2020 Mark Tibergien talks about the lessons he's learned and what he plans to do next as he prepares for retirement. |
WealthManagement.com: What's Ahead for Tibergien, RIAs and Pershing?04 March, 2020 Mark Tibergien’s, CEO, Advisor Solutions at Pershing, predicts how the RIA business model will unfold in years ahead, along with Ben Harrison, Managing Director and Head of new business development at Pershing Advisor Solutions. |
FinancialPlanning: Longtime head of Pershing's RIA business, Mark Tibergien, to retire03 March, 2020 Mark Tibergien, CEO, Advisor Solutions at Pershing, announces retirement after 12 years at Pershing. Ben Harrison, Managing Director and Head of new business development at Advisor Solutions, is tapped to take his place. |
RIABiz: The great Mark Tibergien is set to step down from CEO of Pershing Advisor Services to make way for heir apparent Ben Harrison03 March, 2020 Mark Tibergien yields the leadership role at Pershing Advisor Solutions to his long-time understudy Ben Harrison. |
Citywire USA: Pershing's new, ‘flexible’ approach to attracting RIAs25 February, 2020 Christina Townsend, Director, Advisor Solutions at Pershing, discusses how Pershing looks to capitalize on industry disruption at the T3 Advisor conference. |
ThinkAdvisor: What's the Real Deal with M&As?24 February, 2020 Mark Tibergien, head of Advisor Solutions at Pershing, discusses key findings of a new report that examines the driving forces of price and terms in advisory firm mergers and acquisitions. |
Yahoo Finance: How the coronavirus will impact future financial markets19 February, 2020 In an interview, Matthew Forester, Chief Investment Officer at Lockwood, discusses how the coronavirus will impact future financial markets. |
MarketWatch: Tesla, gold and the dollar soar—an ‘everything rally’ has some stock-market investors fearing how it all ends19 February, 2020 Matthew Forester, Chief Investment Officer at Lockwood, discusses how the coronavirus may impact markets. |
Yahoo Finance: Coronavirus update: Apple, other businesses feel virus' chill: 'I think we're starting to worry'18 February, 2020 Matthew Forester, Chief Investment Officer at Lockwood, discusses the impact of coronavirus on analyst outlooks. |
WealthManagement.com: Pershing Rethinks Minimums To Attract 'Never Schwabers'11 February, 2020 Ben Harrison, managing director and head of new business development for Advisor Solutions, discusses how Pershing is tapping into the opportunity created by the disruption in the marketplace. |
MarketWatch: Investors brace for coronavirus shock as China factories poised to reopen Monday10 February, 2020 Matthew Forester, Chief Investment Officer at Lockwood, comments on the impact of coronavirus on the global economic growth. |
MarketWatch: 2-year Treasury books biggest weekly yield rise in more than 3 months07 February, 2020 Matthew Forester, Chief Investment Officer of Lockwood Advisors, comments on the trends in US Treasury yields in light of the January employment report. |
Barron’s: Mark Tibergien: ‘In the Mix Like Never Before’06 February, 2020 Mark Tibergien, head of Advisor Solutions at Pershing, talks about Pershing’s RIA custody business and his predictions for the RIA profession in the year ahead.” |
FinancialPlanning: Advisor practices are transforming. Can IBDs keep up?05 February, 2020 Adam Roosevelt, Head of corporate & hybrid RIA business strategy at Pershing, weighs in on the changing IBD landscape at the FSI OneVoice conference. |
FundFire: Hedge Fund Speed Dating? Managers Pitch in 30 Minutes or Less05 February, 2020 Mark Aldoroty, Managing Director and Head of Prime Services and Collateral Funding & Trading at Pershing, comments on the current hedge fund market environment at the Context Summit in Florida. |
Wealth Briefing: EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 202005 February, 2020 The article lists Pershing among nominees for WealthBriefing European Awards 2020. |
InvestmentNews: Pershing’s Mark Tibergien on what’s ahead for RIAs27 January, 2020 Mark Tibergien, head of Advisor Solutions at Pershing, discusses the changes in the RIA custodian space and what they mean for registered investment advisory firms. Subscription Required |
Financial AdvisorIQ: Don’t Forget the Phones! Advisors Discuss Going Independent24 January, 2020 Margaret Dechant, Partner and Founder of 6 Meridian and Wes Kaufman, Founding Partner of Heartwood Wealth Advisors, shares tips, stories, and anecdotes from their respective pursuits of independence, as well as her firm’s strategic partnerships with Pershing. Subscription Required |
ThinkAdvisor: RIA Consolidation Is Officially Here24 January, 2020 In a panel discussion, Mark Tibergien discusses how advisors need to keep growing to develop sustainable businesses and to avoid getting scooped up by bigger players with more resources. |
ThinkAdvisor: The Cost & Benefit of Professional Management24 January, 2020 In this bylined article, Mark Tibergien, CEO, Advisor Solutions at Pershing, discusses how advisory firms have evolved from practices to businesses and executive roles become more critical. |
ThinkAdvisor: Top Women in WealthTech 2020: Kit Lee of BNY Mellon's Pershing24 January, 2020 Kit Lee, Director of Technology Solutions & Head of Integration at Pershing, discusses her accomplishments and opportunities for women in the WealthTech segment. |
ThinkAdvisor: Top Women in WealthTech for 202024 January, 2020 Kit Lee, Director of Technology Solutions & Head of Integration at Pershing, is named one of the 15 honorees of Women in WealthTech recognition program. |
ThinkAdvisor: What's Job. No. 1 for Women in WealthTech?24 January, 2020 Mark Tibegien urges advisors to “define their optimal client and build a business around that persona, while gaining a technical specialty along with an industry specialty, and ‘get famous in both.” |
Bloomberg News: Stocks Edge Higher in Choppy Trading; Oil Sinks: Markets Wrap22 January, 2020 Matthew Forester, Chief Investment Officer of Lockwood Advisors, comments on the impact of coronavirus on global markets that are already reeling from the impacts of trade. Subscription Required |
Financial AdvisorIQ: Breaking Away: A Step-By-Step Guide to Going Independent20 January, 2020 This paid article outlines the series of decisions and actions needed to be taken to launch of a new advisory business. Subscription Required |
Financial AdvisorIQ: How Soon is Now? Knowing When it’s Time to Break Away20 January, 2020 This paid article highlights the considerations advisors exploring independence. Subscription Required |
Financial AdvisorIQ: How to Find the Right Business Model to Fit Your Team20 January, 2020 This paid article discusses the many important decisions advisors need to make when looking to go independent and highlights how each decision marks an opportunity to find the ideal fit for their business. Subscription Required |
Bloomberg News: ‘Semi-Truce’ Trade Deal Roils Markets From Stocks to Soybeans15 January, 2020 Matthew Forester, Chief Investment Officer of Lockwood Advisors, comments on the potential impact of the US - China partial trade deal on the financial market. Subscription Required |
FP Activate: Making the Profession Worth Signing up For14 January, 2020 Mark Tibergien, CEO, Advisor Solutions at Pershing, discusses his decades of experience in the world of financial planning, how he has seen the business grow and change in many ways over the course of his career, and the power of reverse mentoring in a firm. |
InvestmentNews: AI in 2020: Artificial Intelligence or just plain artificial?11 January, 2020 Raj Madan, Managing Director of Architecture, Common Services and Innovation at Pershing, discusses how Pershing has succeeded in using machine learning to improve its ability to detect anomalies. Subscription Required |
Citywire USA: How RIAs can boost organic growth09 January, 2020 Ben Harrison, Managing Director and Head of new business development at Pershing Advisor Solutions, discusses how RIAs should continue to find ways to grow organically. |
Bloomberg News: U.S. Stocks Fall Amid Iran Tensions; Dollar Rises: Markets Wrap07 January, 2020 Matthew Forester, Chief Investment Officer of Lockwood Advisors, comments on the impact of recent conflict between the US and Iran on the performance of markets. Subscription Required |
FPA: 5 Things About Becoming the Employer of Choice for Women and People of Color with Mark Tibergien26 November, 2019 Mark Tibergien, CEO of Advisor Solutions for BNY Mellon’s Pershing, talks about becoming an Employer of Choice for women and people of color, and how others can help support diversity, equity and inclusion. |
InvestmentNews: Pershing's Christina Townsend: Advisers want personalized digital solutions for clients26 November, 2019 New prospecting tools can help advisers keep a focus on attracting new clients, says Christina Townsend, Head of Platform Strategy for Advisor Solutions at BNY Mellon's Pershing. |
ThinkAdvisor: When Giving Back Means Lifting Up25 November, 2019 In his monthly column for ThinkAdvisor, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, discusses how to make a positive impact on the community. |
Financial Advisor Magazine: Advisory Firm Execs Getting Fatter Percentage Comp Increases Than Co-Workers22 November, 2019 Christina Townsend, Head of Platform Strategy for Advisor Solutions at BNY Mellon’s Pershing, says that flat productivity might be a sign of firms integrating new talent in their workflows, or of stagnancy in processes or technology. |
InvestmentNews: To move advisers into the future, adoption is the new innovation22 November, 2019 Christina Townsend, Head of Platform Strategy for Advisor Solutions at BNY Mellon’s Pershing, discusses how advisers can embrace new technology and service models to help clients in the future. |
Fintech TV: AI & Trends for 202015 November, 2019 Raj Madan, Managing Director of Technology at BNY Mellon’s Pershing, shares how his company is trying to help clients in the API space and weighs in on tech trends for 2020. |
Bloomberg: Wall Street Plays Rotation Roulette as 2019 Haven Trade Unwinds12 November, 2019 Matt Forester, Chief Investment Officer of BNY Mellon’s Lockwood Advisors, comments on how the markets are selling off Treasuries and safe haven assets given recent news and optimism around trade negotiations. |
Bloomberg: Markets Take the Under on Trump’s Economic Speech11 November, 2019 Matt Forester, Chief Investment Officer of BNY Mellon’s Lockwood Advisors, comments on the stock market and U.S.-China trade negotiations. |
Bloomberg: Stocks Fall as Trade Concerns Weigh; Dollar Drops: Markets Wrap10 November, 2019 Matt Forester, Chief Investment Officer of BNY Mellon’s Lockwood Advisors, provides commentary about the stock market’s performance amid ongoing U.S.-China trade talks. |
BNY Mellon's Pershing Earns Strong Credit Ratings from S&P06 November, 2019 Standard & Poor's (S&P) has assigned BNY Mellon's Pershing a long-term issuer credit rating of A+, and a short-term credit rating of A-1. Read S&P's announcement here. These ratings indicate that Pershing's capacity to meet its financial commitments is strong. They also reflect BNY Mellon's strong credit profile and funding support. In its report, S&P noted that Pershing's governance, strategic planning, technology and risk management are well-integrated with our parent, and that our financial performance and operations are stable. They said the strong ratings reflect Pershing’s strategic importance to BNY Mellon as both a significant revenue contributor and source of revenue diversification. |
InvestmentNews: RIAs: Productivity boosts will demand multifaceted strategy04 November, 2019 Christina Townsend, Head of Platform Strategy for Advisor Solutions at BNY Mellon’s Pershing, writes for InvestmentNews about the results of the Adviser Compensation & Staffing Study. |
ThinkAdvisor: To Buy or to Build29 October, 2019 In his monthly column for ThinkAdvisor, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, discusses the challenges that growth-oriented advisory firms face in today’s environment of rapid consolidation. |
Gurufocus: Fault Lines Appearing in Lower-Rated Corporate Bond Market23 October, 2019 Matt Forester, Chief Investment Officer at BNY Mellon’s Lockwood Advisors, talks about the deterioration of the average corporate issuer and how portfolio managers are growing concerned about the leverage and overall quality of corporate financing. |
InvestmentNews: Salary gains slow as firms anticipate dip19 October, 2019 Christina Townsend, Director of Platform Strategy for Advisor Solutions for BNY Mellon’s Pershing, says the InvestmentNews Adviser Compensation and Staffing Study shows that firms continue to mature while maintaining solid results. |
MarketWatch: Credit-rating firms raise more alarms about the weakest corporate borrowers18 October, 2019 Matt Forester, Chief Investment Officer of BNY Mellon’s Lockwood Advisors, provides commentary about the credit quality of corporate issuers and overall quality of corporate financing. |
ThinkAdvisor: Pershing to Launch New Investment Manager Portal in Q414 October, 2019 BNY Mellon’s Pershing unveils a new Manager Gateway that will make it easier and more seamless for investment managers to build, manage and deliver models so they can better meet the evolving needs of advisors. |
CNBC: Investment Officer: "Markets are desperate for any kind of information about what is happening with the trade negotiations"11 October, 2019 Matt Forester, Chief Investment Officer of BNY Mellon’s Lockwood Advisors, provides commentary on the U.S.-China trade dispute, likely resolution and impact on global markets. |
InvestmentNews: How advisers already benefit from AI and what's coming09 October, 2019 Raj Madan, Managing Director of Technology at BNY Mellon’s Pershing, discusses the benefits of artificial intelligence and how it will help advisors in the future. |
WealthManagement.com: New Pershing Tool Will Help Advisors Chart Performance Regardless of Market Moves08 October, 2019 BNY Mellon’s Pershing Managing Director Tim Foley and CIO Ram Nagappan provide an overview of Pershing’s new Money in Motion tool, which allows advisors to track net new asset flows and set benchmarks to measure advisor and/or firm performance. |
InvestmentNews: RIAs: Seize this moment to invest in talent07 October, 2019 Christina Townsend, Head of Platform Strategy for Advisor Solutions at BNY Mellon’s Pershing, discusses the results of the newly released InvestmentNews Advisor Compensation & Staffing Study. |
InvestmentNews: Price-pressure trend shines new light on RIA-custodian relationships04 October, 2019 Ben Harrison, Head of Business Development and Relationship Management for Advisor Solutions at BNY Mellon’s Pershing, says that the advisory industry needs to come together and think about a model that makes more sense in terms of paying for services that meet the needs of investors, instead of having products subsidize the revenue stream for custodians. |
Harvard Business Review: Why Reverse Mentoring Works and How to Do It Right03 October, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, discusses why reverse mentoring works and how to do it right. |
2050 Trailblazers: Transforming into the Employer of Choice01 October, 2019 In this episode of Trailblazers, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, discusses how advisory businesses can support a more diverse financial planning culture, why being committed to elevating others is critical, and more. |
CNN Business: The Fed's worst nightmare could be around the corner30 September, 2019 Matt Forester, Chief Investment Officer of BNY Mellon’s Lockwood Advisors, provides commentary on the Fed and the threat of “stagflation.” |
ThinkAdvisor: Can Alternative Assets Reduce Retirement Income Worry?24 September, 2019 Justin Fay, Director of Global Strategy and Product Management at BNY Mellon’s Pershing, provides insights to advisors interested in alternative investments. |
ThinkAdvisor: Tibergien: The Parenthood Trap24 September, 2019 In his monthly column, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, outlines the challenges that may arise when advisors transition their businesses to their grown children. |
Barron’s: Are RIA Firms Growing Too Fast? The Story Behind The Trend13 September, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, speaks with Barron’s about how the historic bull market has pushed the overall asset growth of advisory firms into the double digits. |
Financial Planning: 'Go digital or go home': Lightning Round with BNY Mellon | Pershing's Christina Townsend09 September, 2019 Christina Townsend, Head of Platform Strategy at BNY Mellon’s Pershing, speaks with Financial Planning about how clients expect more from their digital experience than ever before. |
RIABiz: RIA buyers charge to Newport Beach moaning a familiar refrain: Not enough sellers! Yet, not one believes that RIA M&A is a bubble... much09 September, 2019 Pershing CEO Jim Crowley and CEO of Advisor Solutions at Pershing Mark Tibergien speak about trends within the RIA space and whether there’s an M&A bubble. |
Financial Planning: Is there a deal bubble in the frenzied RIA M&A market?05 September, 2019 Speaking about the RIA M&A market, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, warns that buyers aren’t taking enough time to determine if an acquisition target is additive to their cultures. |
Simplecast: Mark Tibergien: The Evolution and Future of the Financial Advisory Industry05 September, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, talks about the past, present, and future of the financial advisory industry. |
Financial Planning: Pershing unleashes AI tools amid ‘foundational change'04 September, 2019 Michelle Feinstein, Director of Technology and Client Engagement at BNY Mellon’s Pershing, discusses chatbots, predictive analytics tools and what’s next for advisor technology. |
Investor’s Business Daily: With More Older Advisers Than Younger Ones, The Pipeline Dries Up30 August, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, speaks with Investor’s Business Daily about the age imbalance among financial advisors. |
ThinkAdvisor: Leadership Lessons from INSITE27 August, 2019 ThinkAdvisor’s Janet Levaux recounts some leadership lessons learned from Pershing’s INSITE conference. |
ThinkAdvisor: Pershing CEO on What's Up in Wealth Management27 August, 2019 Jim Crowley, CEO of BNY Mellon’s Pershing, discusses the latest trends in the wealth management business and his priorities as CEO. |
ThinkAdvisor: When People Come Last27 August, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, provides tips on how advisory firms can make themselves more relevant to recent graduates, career changers and people returning to work after raising children. |
Fund Intelligence: Adviser fee evolution opens D2C door to managers, says Pershing exec26 August, 2019 Robert Cirrotti, Head of Investment and Managed Account Solutions at BNY Mellon’s Pershing, discusses how asset managers are beginning to pursue direct-to-consumer strategies. |
FundFire: M&A, Regulation Lead to Product Rationalization at Asset Mgmt Firms23 August, 2019 Merger activity at asset management firms and regulatory changes are causing firms to take a hard look at their investment product lineups, says Joel Hempel, COO at BNY Mellon’s Lockwood Advisors. |
Wealth Management Today: OnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend23 August, 2019 Christina Townsend, Head of Platform Strategy at BNY Mellon’s Pershing, spoke with Wealth Management Today’s Craig Iskowitz about Perishing’s tech offerings and its expanding integrations. |
Money Marketing: Brett Davidson: Staying competitive amid disruptors21 August, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, provides commentary on staying competitive and relevant amid disruptors in the industry. |
The Trade: Hedge fund performance forces prime brokers to rethink risk20 August, 2019 Mark Aldoroty, Head of Prime Services and Collateral Funding, discusses the uncleared margin rules and what they could mean for prime brokers. |
HFM Global: Hindsight is ‘2 & 20’20 August, 2019 Mark Aldoroty, Head of Prime Services and Collateral Funding for BNY Mellon’s Pershing, writes for HFM Global about the trends that have changed the dynamics between prime brokers and hedge funds. |
Global Investor: Overcoming the T +0 Settlement Cycle in China07 August, 2019 In his latest column for Global Investor, Peter Oellers, Director of Trading Services at BNY Mellon’s Pershing, writes about the T+0 settlement cycle and how investors can do navigate markets in China. |
ThinkAdvisor: What US-Based RIAs Can Learn From Their UK Counterparts06 August, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, and Geoff Towers, CEO of Pershing LTD, discuss how advisor regulations overseas could shape future U.S. rules. |
ThinkAdvisor: Advisory Industry Still Behind in Adding Women to the Ranks30 July, 2019 Mark Tibergien discusses Pershing’s work with the CFP Board Center for Financial Planning to improve diversity in the industry. |
ThinkAdvisor: What Will Become of Us?29 July, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, writes about how the financial services industry needs to evolve to meet the demands of the Generations X, Y and Z. |
FundFire: HNW, UHNW Clients Demand Customization: Lockwood25 July, 2019 BNY Mellon’s Lockwood Advisors COO Joel Hempel speaks with FundFire about the future of customization for high-net-worth and ultra-high-net-worth clients. |
Reuters: GLOBAL MARKETS - Stocks rise on firm rate-cut expectations though trade worries loom11 July, 2019 Matt Forester, Chief Investment Officer at BNY Mellon’s Lockwood Advisors, discusses market activity and the growing expectations of a rate cut by the Fed. |
Yahoo Finance: S&P 500, Dow post new record closing highs amid rate cut expectations11 July, 2019 Matt Forester, Chief Investment Officer at BNY Mellon’s Lockwood Advisors, provides market commentary to Yahoo Finance about expectations for a rate cut by the Fed. |
Citywire USA: How do you perfect your client’s experience? Ask yourself these 3 questions08 July, 2019 Evan LaHuta, Head of Client Experience of Advisor Solutions at BNY Mellon’s Pershing, challenges advisors to ask themselves three questions when developing a satisfying client experience. |
Fund Intelligence: Total wealth view and risk analytics new table stakes in wealth management05 July, 2019 BNY Mellon’s Albridge COO Marc Butler discusses how a new era of transparency has changed the advisor-client relationship. |
InvesmentNews: Jim Crowley: a new sheriff in town?03 July, 2019 Jim Crowley, CEO of BNY Mellon’s Pershing, talks with InvestmentNews about his vision for the future of the company. |
InvesmentNews: Asset Flows in 201902 July, 2019 InvestmentNews’ Matt Ackermann interviews Rich Calvario and Justin Fay, Directors of Global Product and Strategy at BNY Mellon’s Pershing, about trends in the movement of assets. |
InvesmentNews: High-Net Worth Investors in 201902 July, 2019 Katie Swain, Head of Wealth Solutions and Investor Communications at BNY Mellon's Pershing, discusses her thoughts surrounding high-net worth investors. |
InvesmentNews: Rapid evolution of the broker-deal space02 July, 2019 Mike Row of BNY Mellon’s Pershing shares his thoughts on the changes in the broker-dealer space. |
InvestmentNews: Data doesn’t need to be a four letter word02 July, 2019 Marc Butler, COO of BNY Mellon’s Albridge, discusses the importance of collecting clean data. |
InvestmentNews: Latin American Market Opportunities02 July, 2019 Pershing’s John Ward and Joel Hempel chat with InvestmentNews’ Matt Ackermann about growth trends and opportunities for advisors in Latin America. |
WealthManagement.com: Q&A: Pershing’s Jim Crowley Takes the Helm as CEO28 June, 2019 On the eve of assuming the role of CEO, Pershing’s Jim Crowley discusses his top priorities, the convergence of industry models, and the firm’s stance on Regulation Best Interest. |
ThinkAdvisor: Ain't No Sunshine When You're Gone27 June, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, discusses succession planning and the different stages of transition. |
The Financial Times: How advisers are spared from the fee squeeze27 June, 2019 Gabe Garcia, Managing Director and Head of Relationship Management for Advisor Solutions at BNY Mellon’s Pershing, discusses fee compression and competition among asset managers and service providers to win registered investment advisers as clients. |
InvestmentNews: Increase diversity of die, Pershing CEO Tibergien tells RIAs27 June, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon's Pershing, underscores how making the financial advice industry a more diverse and inclusive place isn't just the right thing to do — it's imperative for the survival of the business. |
Citywire RIA: Beyond M&A: Four golden rules for RIAs to boost business24 June, 2019 Gabe Garcia, Managing Director and Head of Relationship Management for Advisor Solutions at BNY Mellon’s Pershing, explains the four ‘golden rules’ for RIAS and other ideas to consider for sustainable revenue growth. |
InvestmentNews: Betterment for Advisors debuts paperless ACATS system17 June, 2019 BNY Mellon Pershing Chief Information Officer Ram Nagappan talks about the firm’s efforts to develop a fully digital and paperless ACATS process as part of an ongoing effort to streamline the service experience for advisors and clients. |
Fund Intelligence: Distribution briefing: BNY tees up LatAm opportunity for fund firms and builds out ETF platform17 June, 2019 John Ward, Managing Director of Global Client Relationships at Pershing, told Fund Intelligence how Pershing is rolling out new managed account services to Latin America via Lockwood. |
Citywire Americas: Pershing adds seven ETF providers to fund platform17 June, 2019 Justin Fay, Director of Global Strategy and Product Management at BNY Mellon’s Pershing, talks about the recent addition of seven new fund families and 65 new funds from existing providers to its zero-transaction-fee FundVest ETF platform. |
FinancialPlanning: 2 years later: Catching up with incoming Pershing CEO Jim Crowley14 June, 2019 Jim Crowley, incoming CEO of BNY Mellon Pershing, sits down with Chelsea Emery to discuss his predictions for the future. |
FinancialPlanning: Is now the time to flip the script on annuities?14 June, 2019 Hans Schemmel, Director of Retirement, Insurance-Based and Cash Management Solutions, discusses the wealth management industry and compliance concerns at BNY Mellon Pershing’s annual INSITE conference. |
WealthManagement.com: Pershing Working on a Full Stack Integration14 June, 2019 Chief Information Officer Ram Nagappan discusses how Pershing is deepening its integrations with some partners and offering a full stack of others across the different types of vendors an advisor may work with. |
FinancialPlanning: A Financial Planner Who Also Helps Arrange Travel?13 June, 2019 Gabe Garcia, Managing Director and Head of Relationship Management for Advisor Solutions at BNY Mellon’s Pershing, discusses trends in mass affluent financial planning. |
Bloomberg Radio: Day Two From BNY Mellon’s Pershing INSITE (Podcast)13 June, 2019 Bloomberg hosts Carol Massar and Jason Kelly speak with Katie Swain, Director of High-Net-Worth Product Management at Pershing, about meeting the evolving needs in HNW investing and the generational transfer of wealth. |
Smart Brief: Experts Discuss How RIA Firms Can Best Position Themselves for M&A Deals13 June, 2019 Pershing’s INSITE conference showcases discussions/panels on the rising prominence of mergers and acquisitions among RIA firms and what potential buyers and sellers should consider before pursuing a deal. |
Bloomberg Radio: Hong Kong Is Destined To Be Another Mainland City (Podcast)13 June, 2019 Bloomberg hosts Lisa Abramowicz and Paul Sweeney speak with (i) Matt Forester, Chief Investment Officer at BNY Mellon’s Lockwood Advisors, about preparing a portfolio for a recession, and (ii) Jim Crowley, incoming CEO of Pershing, about his vision for the company, the wealth advisory space, and trends impacting the industry. |
Bloomberg Radio: How Firms Are Using Technology To Scale, Increase ROI (Radio)13 June, 2019 Bloomberg hosts Lisa Abramowicz and Paul Sweeney speak with Christina Townsend, Head of Advisor Platform Strategy at Pershing, about how firms can drive increased ROI from tech investments. |
ThinkAdvisor: Pershing Adds Products to Help Indie Advisors Capture Latin American Market13 June, 2019 BNY Mellon’s Pershing is giving independent advisors and broker-dealers in the U.S. more tools to grow their booming business with Latin American investors. |
InvestmentNews: Pershing Introduces Tool to Help Advisers Choose Best Technology13 June, 2019 Pershing launches a tech assessment tool, designed to determine an adviser's technology needs and recommend an array of software products |
InvestmentNews: Reg BI Won't Stop Advisory Sector Advances Over Broker-Dealers, Pershing's Tibergien Says13 June, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, talks about how growth in the investment advisory sector will continue at a rapid pace regardless of Reg BI. |
FinancialPlanning: What to Consider When Building HNW Business13 June, 2019 Marc Butler, Chief Operating Officer at BNY Mellon’s Albridge, and Katie Swain, Director of Global Strategy and Product Management at Pershing, discuss trends in the high-net-worth space at INSITE 2019. |
Financial Advisor Magazine: Why Millennials Might Not See Much Of The $30 Trillion Wealth Transfer13 June, 2019 Gabriel Garcia, Managing Director and Head of Relationship Management for Advisor Solutions at BNY Mellon’s Pershing, comments on the upcoming generational wealth transfer during a panel at INSITE 2019. |
Bloomberg Radio: BNY Mellon's Pershing INSITE Conference in Phoenix (Podcast)12 June, 2019 Bloomberg’s Carol Massar and Jason Kelly interview the following Pershing executives: Mark Aldoroty, Head of Prime Services at BNY Mellon’s Pershing, who shares trends in hedge funds; Mark Tibergien, CEO of Advisor Solutions at Pershing, talks about increasing diversity and inclusion in the financial services industry; Michelle Feinstein, Director of Technology at Pershing, discusses the challenges of digital transformation in business; and Ram Nagappan, Chief Information Officer at Pershing, talks about cybersecurity and the evolution of technology in the financial industry. |
Citywire Americas: Pershing Launches Offshore LatAm Model Portfolios, Revamps Fund Platform12 June, 2019 Pershing launches 11 offshore model portfolios for US-based broker-dealers and advisory firms that cater to Latin American investors. |
Bloomberg Radio: ETF Inflows Keep Increasing YoY: BNY Mellon’s McCarthy (Radio)12 June, 2019 Bloomberg’s Lisa Abramowicz and Paul Sweeney interview Jeff McCarthy, Chief Executive Officer of Exchange Traded Funds for BNY Mellon, about the trends and outlook for ETFs. |
ThinkAdvisor: Pershing Execs Want to Help Advisors 'Do More' and 'Do It Faster'12 June, 2019 Incoming Pershing CEO Jim Crowley’s discusses changing client expectations during his opening remarks at INSITE 2019. |
InvestmentNews: Pershing's Incoming CEO Sees Opportunity in High-Demand Advisory Services12 June, 2019 Pershing incoming CEO James Crowley opens INSITE 2019, discusses trends in the industry. |
Yahoo Finance: The Empower Top 100 Ethnic Minority Executives 201905 June, 2019 Tonia Bottoms, Managing Director and Senior Managing Counsel at BNY Mellon’s Pershing, is recognized for her initiatives geared towards empowering talent of diverse backgrounds at BNY Mellon. |
FundFire: Data Security 'Top of Mind' for Lockwood Advisors04 June, 2019 Joel Hempel, COO of BNY Mellon’s Lockwood, talks about data security and how data can be shared safely. |
Mergers & Acquisitions: M&A wrap: Diversis, Gores Group, Axial, Westcott, Morgan Stanley, Riverside04 June, 2019 Mark Tibergien, CEO of Advisor Solution at BNY Mellon’s Pershing, discusses the trends in wealth management firms during a presentation at the DeVoe & Company M&A Summit in New York City. |
FinancialPlanning: Pershing's Tibergien warns RIAs not to rely on M&A for growth03 June, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, cautions RIAs not to rely solely on M&A for business growth. |
ThinkAdvisor: Editor’s Note: Busy Time for Advisors28 May, 2019 Mark Tibergien’s Formulas for Success highlights the industry’s need to improve its diversity and inclusiveness, as well as what it can gain by tapping the resources of CFP programs at 100-plus colleges nationwide. |
ThinkAdvisor: Diversity Is More Than a Fad28 May, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, makes the case for why diversity and inclusion should be a part of every firm’s mission. |
ThinkAdvisor: The 2019 Broker-Dealer Presidents Poll: Best of Times, Worst of Times28 May, 2019 Mark Tibergien explains in his column The Growth Dilemma that if advisory firms stop growing, they start dying. |
ThinkAdvisor: Fact or Fiction? 5 RIA Business Myths, Investigated24 May, 2019 Gabriel Garcia, Managing Director of Advisor Solutions, dispells some of the myths in the RIA industry. |
Wealth Management Today: The Velocity of Technology Change is Increasing: What Can Advisors Do To Keep Up?17 May, 2019 Christina Townsend discusses technology trends and challenges facing RIA firms during a panel at Morningstar Investment Conference. |
FundFire: Lockwood Bets on Tech to Help Advisors with Client Experience16 May, 2019 Joel Hempel, Chief Operating Officer at Lockwood Advisors, discusses how wealth management firms are working to improve their client portals to help advisors meet client goals. |
Bloomberg: U.S. Stocks Rise on Signs of Easing Trade Tensions: Markets Wrap15 May, 2019 Matt Forester, Chief Investment Officer of BNY Mellon’s Lockwood Advisors, discusses the easing trade tensions between the U.S. and China. |
Bloomberg: BNY Mellon’s Pershing Reimagines INSITE, Its Flagship Event, Announces 2019 Agenda14 May, 2019 BNY Mellon’s Pershing announces the 2019 agenda for INSITE, its flagship event. |
CNN: The real problem between the U.S. and China in 2 charts13 May, 2019 Matt Forester, Chief Investment Officer of BNY Mellon’s Lockwood Advisors, comments on trade tensions between the U.S. and China, and the issue of IP theft. |
Financial Advisor Magazine: BNY Mellon’s Pershing Appoints New CEO08 May, 2019 BNY Mellon appoints James T. Crowley as Chief Executive Officer of BNY Mellon’s Pershing, effective July 1. He succeeds Lisa Dolly, who will serve as chairman of Pershing through year-end. |
ThinkAdvisor: AI Is Not a Priority for the Largest Advisory Firms: Pershing Poll02 May, 2019 Christina Townsend, Director of Advisor Platform Strategy at BNY Mellon’s Pershing, discusses the findings of BNY Mellon Pershing’s recent Elite Advisor Poll. |
InvestmentNews: Top RIAs view talent and technology as biggest challenges01 May, 2019 BNY Mellon's Pershing 2019 Elite Advisor Summit poll reveals the biggest business challenges faced by top RIA firm executives. |
ThinkAdvisor: Editor’s note: Readers voted on who were tops in 6 fields30 April, 2019 CEO of Advisor Solutions at BNY Mellon’s Pershing Mark Tibergien highlights the value of career ladders in his “Formula for Success” column. |
ThinkAdvisor: What’s my line?30 April, 2019 CEO of Advisor Solutions at BNY Mellon’s Pershing Mark Tibergien outlines how firms can deploy a comprehensive human capital plan and define the advisor career path. |
Financial Advisor Magazine: Tibergien: Advisor firms need to get younger, more diverse29 April, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, makes the case for why advisory firms need to invest in younger and diverse talent. |
FundFire: Lockwood shares internal product data with managers to help with distribution29 April, 2019 Joel Hempel, Chief Operating Officer of BNY Mellon's Lockwood Advisors discusses how the firm is using its internal data to help asset managers assess which products are gaining the most traction and recognize future growth opportunities. |
ThinkAdvisor: 2019 IA25 custody and clearing winners29 April, 2019 BNY Mellon Pershing’s Mark Tibergien and Lisa Dolly are named among the winners of this year’s IA25 Custody and Clearing Awards. |
Advisor Perspectives: Digital technology: friend of foe? Part 125 April, 2019 Advisor Value Proposition, a recent white paper by BNY Mellon’s Pershing, which studies 403 advisors, indicates that over 90 percent of advisors spend less than 5 percent of their day on various forms of social media including LinkedIn, Twitter and email marketing programs. |
MarketScreener: Bank of New York Mellon: BNY Mellon’s Pershing receives InvestmentNews Innovation Awards25 April, 2019 Pershing’s interactive benchmarking tool, Business Metrics and Assessment Tool, is recognized by InvestmentNews at the publications 2019 Innovation Awards. |
Wealth Professional: The five-step career journey for financial planners22 April, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon's Pershing comments on the importance of clear career paths to the continued growth and development of the financial planning profession. |
Barron’s: Why teams dominate at the top financial advisors19 April, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, discusses why teams dominate at the top financial advisors. |
InvestmentNews: Financial advisers at risk if they don’t consistently innovate17 April, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, comments on the importance of ongoing innovation for advisors. |
InvestmentNews: InvestmentNews announces 2019 Innovation Award winners17 April, 2019 BNY Mellon's Pershing named among the firms recognized by InvestmentNews Innovation Awards for creative and effective approach to helping advisers run better businesses, improve client outcomes and tackle other planning industry challenges. |
WealthManagement.com: New CFP Board guide provides career path for young advisors16 April, 2019 The CFP Board Center for Financial Planning report, developed with support from BNY Mellon's Pershing, provides guidelines on how financial planners can become better employers and attract and retain the next generation of advisors. |
Financial Advisor Magazine: Good advisors are hard to find, Pershing poll says11 April, 2019 According to BNY Mellon Pershing’s most recent “Elite Advisor Poll,” hiring and talent development are the greatest business challenges facing large advisory firms. Gabriel Garcia, Head of Relationship Management for Advisor Solutions at BNY Mellon Pershing, discusses the findings. |
Citywire Americas: Pershing eyes Argentina expansion10 April, 2019 John Ward, Managing Director of the Global Client Relationships Group at BNY Mellon’s Pershing comments on the firm’s plans to expand its footprint in Latin America and has Argentina firmly in its sights as its next potential market. |
Markets Insider: For the third year in a row, hiring and developing talent is the top business challenge for elite advisory firms: the 2019 Elite Advisor Poll10 April, 2019 Gabriel Garcia, Head of Relationship Management for Advisor Solutions at BNY Mellon Pershing, comments on the findings of the 2019 Elite Advisor Talent Poll, which finds that talent shortage is by far one of the biggest threats to growth among advisory firms. |
MarketWatch: Markets looking past global growth concerns on hope of more record highs09 April, 2019 Matthew Forester, Chief Investment Officer at BNY Mellon's Lockwood Advisors comments on trade tensions, Britain's plan to exit the European Union, negotiations between the U.S. and North Korea, and global growth. |
Real Business: Awards celebrate business achievements of military veterans01 April, 2019 The second annual British Ex-Forces in Business Awards recognizes BNY Mellon’s Andrew Reeves as a finalist in the Service Leaver of the Year award category. |
ThinkAdvisor: Could You Be Disrupted?31 January, 2019 Mark Tibergien writes how even though this is a great time to be in the advisory business, changing demographics and expectations could lead to disruption. |
ThinkAdvisor: Women in WealthTech: Christina Townsend of BNY Mellon Pershing31 January, 2019 Investment Advisor Magazine names the top 16 Women in WealthTech, highlighting BNY Mellon’s Pershing Director and Dead of Platform Strategy, Christina Townsend. |
ThinkAdvisor: Women in WealthTech: Michelle Feinstein of BNY Mellon Pershing31 January, 2019 Investment Advisor Magazine names the top 16 Women in WealthTech, highlighting BNY Mellon’s Pershing Director of Product Strategy and Client Engagement, Michelle Feinstein. |
Wealthmanagement.com: T3: Pershing and AdvisorEngine Integrate, Support Paperless Onboarding31 January, 2019 BNY Mellon’s Pershing announces integration with AdvisorEngine. As a result, firms that custody with Pershing will be able to easily manage client-facing technology and execute custom fee billing. |
Wealthmanagement.com: Answers to the Top-Five Questions Advisors Have About Independence25 January, 2019 Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing, is highlighted for his views on advisors in the independent space and what it means to be a “true fiduciary.” |
Diamond Consultants: The Year in Review: The 10 Most Valuable Insights on Independence24 January, 2019 The Diamond Consultants Podcast highlights the top 10 insights of 2018 and includes Mark Tibergien’s comments on “being a true fiduciary” on the list. |
InvestmentNews: Our future impact hinges on education22 January, 2019 Mark Tibergien, CEO of Pershing Advisor Solutions, underscores that the future of the financial profession depends on supporting financial education and literacy. |
InvestmentNews: Sharing knowledge22 January, 2019 InvestmentNews and BNY Mellon’s Pershing survey on financial literacy highlights the role of the advisor profession in addressing the issue. |
Reuters: US STOCKS-Wall St inches lower on Powell's comments, retail weakness10 January, 2019 Lockwood Chief Investment Officer Matt Forester comments on first quarter earnings season. |
Advisor Perspectives: Four Tips for RIAs Looking to be Acquired09 January, 2019 Gabriel Garcia, managing director and head of relationship management at BNY Mellon’s Pershing, details four tips to ensure an M&A deal is built for lasting success. |
Financial Advisor: Tech Wars Roil Custodian Landscape02 January, 2019 Christina Townsend, Director and Head of Advisor Solutions Platform Strategy at BNY Mellon’s Pershing, and Michelle Feinstein, Director of Technology and Client Engagement for BNY Mellon’s Pershing, discuss how Pershing is addressing the rapid changes impacting custodians and how Pershing is addressing those changes. |