Press Releases

Type Date Title
2016 November 2, 2016 BNY Mellon’s Albridge, an Affiliate of Pershing, Develops Integrated Technology Solutions to Help Clients Adapt to an Unprecedented Rate of Industry Change
2016 April 6, 2016 Albridge, an affiliate of BNY Mellon's Pershing, Honored With Four Stevie® Awards for Superior Customer Service
2016 September 20, 2016 Albridge, an Affiliate of BNY Mellon’s Pershing, Announces the Winners of the 2016 Albridge Data Excellence Awards
2016 February 4, 2016 BNY Mellon Announces Lisa Dolly as the Next Chief Executive Officer of Pershing LLC
2016 June 28, 2016 BNY Mellon's Pershing Expands its Retirement Plan Network by Adding Five New Recordkeepers
2016 February 9, 2016 BNY Mellon's Pershing Appoints Industry Veteran Lori Hardwick as Chief Operating Officer
2016 February 11, 2016 BNY Mellon's Pershing Introduces Additional Capabilities Enabling Clients to Transform Big Data Into Big Insights
2016 February 16, 2016 BNY Mellon's Pershing Introduces New Independent Recordkeepers to Growing Retirement Plan Network
2016 February 23, 2016 BNY Mellon's Pershing Study Finds Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients
2016 September 28, 2016 BNY Mellon's Pershing Survey Finds Baby Boomers Biggest Users of ETFs
2016 April 5, 2016 BNY Mellon’s Pershing Wins 2016 BISA Technology Innovation Award
2016 July 11, 2016 BNY Mellon's Pershing CEO Lisa Dolly Named One of "The 50 Most Influential Women in Private Wealth" by Private Asset Management Magazine
2016 June 8, 2016 BNY Mellon’s Pershing Adds AltX Hedge Fund Intelligence Platform to its Alternative Investment Center
2016 September 12, 2016 Pershing Adds Mesirow Financial to its Retirement Plan Network to Expand Fiduciary Offerings
2016 December 20, 2016 BNY Mellon's Pershing Advisor Solutions CEO Mark Tibergien Honored as One of InvestmentNews' Icons and Innovators
2016 April 27, 2016 BNY Mellon’s Pershing Announces INSITE 2016 Agenda to Help Clients Position Themselves for Growth, Navigate New Regulation, Build Strategic Relationships and Boost Efficiency
2016 November 22, 2016 BNY Mellon's Pershing CEO Lisa Dolly and COO Lori Hardwick Recognized by InvestmentNews as Women to Watch
2016 March 28, 2016 BNY Mellon’s Pershing Commissions Aite Whitepaper that Finds Digitally-Enabled Advisor Practices Grow Assets More Quickly than Other Advisor Practices
2016 November 1, 2016 BNY Mellon’s Pershing Enhances its Lockwood Managed360™ Solution as it Reaches $100 Million Milestone
2016 November 28, 2016 BNY Mellon’s Pershing Launches BMO® Gold Deposit Receipts Solution for Clients Servicing the High-Net-Worth and Ultra High-Net-Worth Market
2016 June 8, 2016 BNY Mellon’s Pershing Launches New Solutions and Resources to Help Firms Comply with the DOL Conflict of Interest Rule
2016 March 1, 2016 BNY Mellon's Pershing Launches Two-Part Series on Fiduciary Practices and Conflicts of Interest for Broker-Dealers and Hybrid Firms
2016 August 29, 2016 Pershing Offers New Mutual Fund and ETF Solutions for Emerging and Mass-affluent Investors
2016 December 14, 2016 For Third Consecutive Year, BNY Mellon's Pershing Prime Services Unit Named “Best Prime Broker—Innovation” by HFM US Services Award
2016 June 7, 2016 BNY Mellon’s Pershing Unveils New Technology Capabilities that Enable Firms to Define Their Own Digital Wealth Management Experience
2016 December 13, 2016 Profound Changes in the Wealth Advisory Business Require Firms to Embrace a New Approach to Building an Enduring Business
2014 June 4, 2014 2014 Marks a Year of Innovation and Transformation for Pershing’s Technology Solutions
2014 August 5, 2014 Albridge Announces Asset Allocation Reporting Enhancements with Morningstar Data for Seamless Advisor and Investor Presentation
2014 June 5, 2014 Albridge Announces its New Albridge Wealth Reporting™ Platform
2014 September 24, 2014 “Calculated Aggression” Distinguishes the Best Firms from the Good Firms, Pershing Study Says
2014 November 11, 2014 Pershing Adds 529 College Savings Plan from Voya™ (formerly ING) to its NetX360® Platform
2014 November 28, 2014 Pershing Adds New Advisory and Institutional Share Classes to its FundVest® Platform
2014 November 17, 2014 Pershing and BNY Mellon Private Banking Celebrate the One-Year Anniversary of its Bank and Brokerage Custody and Private Banking Offerings
2014 July 9, 2014 Pershing Announces the Next Generation of its Block Trading and Rebalancing Tool for Advisor-Directed Programs
2014 June 4, 2014 Pershing Launches Alternative Investment Center at INSITE™ 2014, Adding New Capabilities to Existing Alternative Investment Solutions
2014 June 4, 2014 Pershing Launches Integrated Next Generation Managed Investments Platform at INSITE™ 2014
2014 November 18, 2014 Pershing Prime Services Named ‘Best Prime Broker - Innovation’ by HFMWeek
2014 May 1, 2014 Pershing Study Finds that Advisory Firms Need to Rethink Their Multigenerational Planning Offering to Adequately Prepare Clients for the Looming Wealth Transfer
2014 February 26, 2014 Pershing Study Reveals American Gender Paradox: If People Prefer How Women Lead, Why Aren't There More Women in Leadership Positions?
2014 August 26, 2014 Pershing Study Shows a Gap Exists between What Advisors Say and What Resonates with Investors
2014 February 11, 2014 Pershing Unveils NetXInvestor™, its Next-Generation Investor Portal
2014 March 19, 2014 Pershing Wins Private Asset Management Magazine's Award for Best New Private Banking Product
2014 July 8, 2014 Pershing Wins Workflow Management Coalition's 2014 Global Award for Excellence in Case Management
2014 January 21, 2014 Pershing's Customer Brokerage Statement Ranked Number One in Annual DALBAR Survey
2014 April 29, 2014 Pershing’s INSITE™ 2014 to Feature Roadmap for Navigating New Era
2014 June 5, 2014 The Most Successful Advisors Adapt to Client Communication Preferences, Pershing Study Says
2013 January 10, 2013 Computerworld Names Pershing's Lucille Mayer and Ram Nagappan to Premier 100 IT Leaders
2013 April 4, 2013 New Pershing Thought Leadership Offers Advisors Strategies to Improve Their Business Practices and Client Relationships
2013 April 11, 2013 Pershing Adds PIMCO Class A Shares To Its FundVest® Platform
2013 April 18, 2013 Pershing and ActiFi Provide New Guidance and Best Practices for Selecting and Optimizing Client Relationship Management Technology
2013 May 16, 2013 Pershing and BNY Mellon Combine Bank and Brokerage Custody into a Single Service Offering
2013 April 30, 2013 Pershing Broadens the Accessibility of NetX360 to run on Microsoft's Surface Pro Tablet
2013 November 20, 2013 Pershing Enhances NetX360® Platform with Additional Third-Party Technology Integrations
2013 November 5, 2013 Pershing Enhances PrimeConnect™ Collateral Management Application with the Addition of Fully Paid Lending Capabilities
2013 December 17, 2013 Pershing Expands Donor-Advised Funds Platform Available to Advisors
2013 May 9, 2013 Pershing Grows its ValueAlliance Program with the Addition of Four New Firms
2013 October 29, 2013 Pershing Helps Advisors Capture IRA Rollovers in a Shifting Regulatory Environment
2013 December 9, 2013 Pershing Identifies Six Transformations Elite Broker-Dealers Use to Outperform Peers
2013 April 18, 2013 Pershing Integrates Redtail Technology to Simplify Client Onboarding for Advisors
2013 June 6, 2013 Pershing Launches Online Practice Management Center for Advisors
2013 May 3, 2013 Pershing Launches Retirement Essentials Mobile Website for Tablets and Smartphones
2013 June 5, 2013 Pershing Previews Its Next-Generation Mobile Application at INSITE™ 2013
2013 April 8, 2013 Pershing Real Deals Report Sees Bright Spots in RIA Mergers and Acquisitions Activity
2013 June 5, 2013 Pershing Report Finds Advisors Must Adapt to America’s “New Modern Family” to Ensure Future Business Growth and Success
2013 September 18, 2013 Pershing Study Finds That Financial Advisor Firms Must Transform Recruiting Models to Appeal to Generation Y
2013 June 9, 2013 Pershing Wins Best of the Best 2012 International Service Excellence Award from the Customer Service Institute of America
2013 August 6, 2013 Pershing Wins DALBAR Recognition for Excellence Award in Call Center Service
2013 November 11, 2013 Pershing’s FundVest 200™: Mutual Fund List Brings Institutional Investment Management Research to Broker-Dealers and Advisors
2013 April 15, 2013 Pershing’s INSITE™ 2013 to Feature Former Secretary of State Hillary Rodham Clinton, Peyton Manning, Danny Meyer and Walter Isaacson
2013 June 9, 2013 The Most Successful Advisors Adapt to Client Communication Preferences, Pershing Study Says
2012 June 27, 2012 2012 Elections May Change Policy Course, But Not the Need for Deleveraging, According to New Report from Pershing and Roubini Global Economics
2012 May 2, 2012 BNY Mellon Wins Five Custody Risk Americas Awards 2012
2012 May 16, 2012 Financial Advisors Can Boost Business by Helping Entrepreneurs Balance Professional and Personal Wealth, According to New Pershing Guidebook
2012 October 25, 2012 Investment Professionals May Miss Critical Opportunity to Retain Millions in Assets and Enhance Client Relationships
2012 January 19, 2012 Lockwood Advisors, Inc. Offers Financial Professionals Guidance on Driving Growth through Seminars and Event Marketing
2012 June 6, 2012 Pershing Advocates Focus on Attracting Gen X and Gen Y Investors to Support Future Success
2012 May 21, 2012 Pershing Announces Groundbreaking Collateral Management Technology for Fund Managers
2012 November 29, 2012 Pershing Awarded Gold Class Certification by the Customer Service Institute of America (CSIA)
2012 August 21, 2012 Pershing Continues to Bolster Trust Network with Additions of BOK Financial and Independent Trust Company of America
2012 September 17, 2012 Pershing Finds Many Broker Dealers Still Mired in Manual Compliance Processes
2012 June 6, 2012 Pershing First Clearing Firm to Offer Brokerage Solution for 529 College Savings Plans
2012 July 23, 2012 Pershing Launches Technology Webcast Series to Help Advisors Grow Their Business, Increase Productivity and Enhance Client Relationships
2012 April 11, 2012 Pershing Named Best Family Office Service Provider by Private Asset Management Magazine
2012 March 29, 2012 Pershing Named Best North American Prime Broker in Hedgeweek Global Awards
2012 February 17, 2012 Pershing Recognized by the Customer Service Institute of America with Prestigious International Service Excellence Award
2012 April 4, 2012 Pershing Research Finds Investors Lacking Critical Information About Their Financial Well-Being
2012 September 12, 2012 Pershing Securities Canada Limited Becomes a Member of the Toronto Stock Exchange
2012 May 30, 2012 Pershing Study Shows that Avoidable Inefficiencies Threaten RIAs' Profits
2012 March 27, 2012 Pershing Warns That Ignoring Women's Market Poses Significant Business Risk for Advisors
2012 October 22, 2012 Pershing Wins Top Hedge Fund Award for the Third Year in a Row at HFMWeek Awards
2012 February 12, 2012 Pershing's Business and Succession Planning Guide Highlights Potential Pitfalls Facing Many Independent Advisors
2012 October 18, 2012 Pershing's Frank J. LaSalla Named to Euroclear Board of Directors
2012 October 18, 2012 Pershing's Technology Receives Top Rankings in Key Industry Survey
2015 August 3, 2015 Albridge Announces the Integration of Albridge Wealth Reporting into LPL's Vendor Affinity Program
2015 October 5, 2015 Albridge Augments Data Aggregating Capabilities by Integrating Morningstar ByAllAccounts Service into its Albridge Wealth Reporting Platform
2015 October 6, 2015 Albridge Introduces New Data Quality Benchmark to Increase Transparency Across the Industry
2015 June 4, 2015 Alternative Investments Diversify Portfolios but Some Advisors Still Wary Pershing Study Finds
2015 October 26, 2015 BNY Mellon's Pershing’s Report Uncovers What Advisors Need to Be Aware of When Assessing the True Cost of ETF Ownership
2015 September 22, 2015 BNY Mellon's Pershing Enhances its Retirement Plan Network with the Addition of Third-Party Model Providers
2015 November 12, 2015 BNY Mellon's Pershing Prime Services Unit Named Best Prime Broker—Innovation by HFM U.S. Services Award for Second Consecutive Year
2015 August 24, 2015 BNY Mellon's Pershing Study: Broker-Dealers Need to Rethink Their Strategies In Order To Attract and Retain Top Clients
2015 December 14, 2015 Employee Advisors Outnumber Owners, But Compensation Remains Unchanged at Advisory Firms, According to Study From InvestmentNews and BNY Mellon’s Pershing
2015 March 5, 2015 Financial Services Industry Falls Short in Serving Women Investors on What Matters Most to Them Pershing Study Says
2015 February 11, 2015 Lockwood Whitepaper Suggests Objectives-Based Investing May Help Investors Better Achieve Financial Goals and Enhance the Advisor-Investor Relationship
2015 May 5, 2015 M&A Activity Among RIA Firms Remains Steady but Aligning Strategic Objectives More Important Than Ever, Pershing Report Says
2015 February 12, 2015 Pershing Advisor Solutions Presented Private Banking – Innovation Award by Private Asset Magazine
2015 June 3, 2015 Pershing Implements Multi-faceted Digital Enablement Strategy to Help Advisors Embrace the Digital Revolution
2015 June 3, 2015 Pershing Introduces Managed360 to Help Advisors Efficiently Grow Their Managed Accounts Business
2015 May 18, 2015 Pershing Introduces the Subscribe® Annuity Analytics Dashboard to Drive More Efficient Monitoring of Annuity Contracts and Purchases
2015 January 20, 2015 Pershing Launches Retirement Plan Network to Help Advisors Establish and Grow Business in the $6.6 Trillion Defined Contribution Market
2015 June 4, 2015 Pershing Leverages Big Data Analytics to Deliver the OpportunityView Solution to its Clients
2015 March 26, 2015 Pershing Prime Services Shares Key Insights for Alternative Fund Managers Looking to Defined Contribution Plans as a Growth Opportunity
2015 June 3, 2015 Threat or Opportunity? BNY Mellon’s Pershing Study Finds Advisors Split on the Impact of Robo-Advisors
2015 February 25, 2015 Pershing Study: Rise of Super-Ensembles Signals a Profound Shift in the Advisory Industry, Forcing Firms to Reassess Growth Strategies
2015 April 15, 2015 Pershing’s INSITE 2015 to Address the Dramatically Shifting Business Landscape For Advisors and the Broker-Dealer Community
2017 September 15, 2017 Albridge, an Affiliate of BNY Mellon’s Pershing, Announces the 2017 Albridge Data Excellence Awards and Showcases New Data-Driven Industry Solutions
2017 September 5, 2017 Advisors: When is the right time to speak with senior investors about financial security?
2017 February 16, 2017 BNY Mellon’s Albridge Begins the Rollout of Its Fully Redesigned Albridge Wealth Reporting™ Platform
2017 February 28, 2017 BNY Mellon's Albridge Honored with Five Stevie® Awards at its 11th Annual Gala for Sales & Customer Service
2017 January 12, 2017 BNY Mellon’s Albridge, an Affiliate of Pershing, Opens New Office in Pennington, New Jersey
2017 March 23, 2017 BNY Mellon's Albridge Powers Newly Independent RIA
2017 March 9, 2017 BNY Mellon’s Albridge Wins 2017 BISA Technology Innovation Award
2017 November 28, 2017 Survey Reveals Financial Services Industry Slow to Adopt Growth-Driving Initiatives
2017 December 14, 2017 Advisors: Do your high-net-worth clients’ charitable contributions build a family legacy?
2017 May 2, 2017 INSITE 2017 Announces Its Conference Agenda; Brings Leading Financial Services Industry Conference to the West Coast
2017 June 14, 2017 BNY Mellon’s Lockwood Launches New Investment Solution with American Funds at the Core
2017 June 15, 2017 Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency
2017 August 30, 2017 BNY Mellon's Pershing Appoints Jim Crowley as Chief Operating Officer
2017 November 6, 2017 BNY Mellon’s Pershing Expands Its Suite of Philanthropic Solutions
2017 April 27, 2017 BNY Mellon’s Pershing Expands Third-Party Model Providers Available on Managed Accounts Solution
2017 December 4, 2017 BNY Mellon’s Pershing Honored at Global Custodian’s 2017 Industry Leaders Awards
2017 April 6, 2017 BNY Mellon’s Pershing Issues Statement on the Department of Labor Rule Delay; Reaffirms Commitment to Supporting Clients Through Regulatory Uncertainty
2017 June 14, 2017 BNY Mellon’s Pershing Launches Its Integrated Wealth Experience
2017 June 15, 2017 BNY Mellon’s Pershing Launches No-Transaction-Fee ETF Platform; Introduces FundVest® ETF
2017 May 12, 2017 BNY Mellon’s Pershing Limited Wins WealthBriefing European Awards for Best Global Custodian and Best Outsourcing Solution
2017 October 26, 2017 BNY Mellon's Pershing Named “Best Prime Broker—Innovation” for Fourth Consecutive Year
2017 April 13, 2017 BNY Mellon’s Pershing Receives Financial Capability Innovation Award from Education Technology Innovator, EverFi
2017 January 19, 2017 BNY Mellon’s Pershing Sponsors FSI OneVoice for the Fifth Consecutive Year
2017 February 17, 2017 BNY Mellon's Pershing Wins Private Asset Management Magazine Award for Best New High-Net-Worth (HNW) Product
2017 October 12, 2017 BNY Mellon's Pershing Wins Two Awards at the 2017 Executive Forum
2018 February 28, 2018 BNY Mellon's Albridge Honored with Six Stevie® Awards
2018 November 1, 2018 BNY Mellon’s Albridge Named Customer Contact Big Kahuna Award Winner by Frost & Sullivan
2018 March 9, 2018 BNY Mellon’s Albridge Wins 2018 BISA Technology Innovation Award
2018 March 15, 2018 BNY Mellon’s Albridge Wins Family Wealth Report Award for Best Compliance Technology
2018 July 16, 2018 As Volatility Returns, Many Advisors Consider Alternative Investments: New Whitepaper by BNY Mellon’s Pershing
2018 April 10, 2018 Elite Advisory Firms Not Feeling the Pressure to Reduce Fees: New Poll by BNY Mellon’s Pershing Advisor Solutions
2018 May 24, 2018 Four Reasons Why Wealth Transfer Fails and How Advisors Can Help
2018 May 3, 2018 INSITE 2018 Announces Its Conference Agenda; Convenes Leading Experts, Thinkers and Business Leaders
2018 April 9, 2018 BNY Mellon’s Lockwood Issues First Quarter Investment Insights
2018 October 10, 2018 Tighter Monetary Policy Likely to Shape the Markets Through 2018 and Beyond
2018 July 11, 2018 BNY Mellon’s Lockwood Advisors Outlines Key Considerations for Investors in the Third Quarter
2018 September 26, 2018 BNY Mellon’s Lockwood Nearly Doubles the Number of Strategists on the Managed360® Program
2018 October 24, 2018 Majority of Investors Think All Advisors Make the Same Promises: Study by BNY Mellon’s Pershing
2018 June 7, 2018 Mutual Fund Inflows Increase Significantly in 2018: BNY Mellon’s Pershing
2018 October 2, 2018 New Study Finds Registered Investment Advisors Enjoying Higher Revenue, But Growth May Be Vulnerable to Market Changes
2018 May 9, 2018 BNY Mellon’s Pershing Adds Capital First Trust Company to Its Trust Network
2018 October 31, 2018 BNY Mellon’s Pershing Advisor Solutions Launches Managed Accounts Solution for RIAs
2018 May 22, 2018 BNY Mellon’s Pershing Advisor Solutions Selected as Custodial Partner by Newly Launched Dakota Wealth Management
2018 April 16, 2018 BNY Mellon’s Pershing Launches New Retirement Plan Oversight Tool
2018 February 19, 2018 BNY Mellon’s Pershing Limited assets under custody grew by over 20% in 2017
2018 September 26, 2018 BNY Mellon’s Pershing Limited Wins Best Strategic Platform Partner Award at Schroder’s UK Platform Awards
2018 June 6, 2018 BNY Mellon’s Pershing Says Technology Solutions Must Deliver the Best Client Experience Across the Wealth Management Landscape
2018 June 6, 2018 RIA Assets on BNY Mellon’s Pershing Platform Cross the $600B Mark

For press releases prior to 2012, please contact