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
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 December 12, 2018 Independent Financial Partners Selects Albridge Wealth Reporting for Its Advisors
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
2019 November 20, 2019 Advisory Firms Continue to Experience Steady Revenue Growth Despite Stagnant Compensation and Productivity
2019 June 6, 2019 Five Ways Securities-Based Lending Unlocks Opportunities for Advisors and Clients
2019 January 29, 2019 Jim Crowley Appointed to the Board of the Financial Services Institute
2019 January 14, 2019 Near-Term Pessimism Driving Markets, But Many Ingredients For A Rally Still Present
2019 October 9, 2019 Markets Highly Dependent on Binary Outcomes Resulting from Political Negotiations
2019 April 9, 2019 Markets Looking Past Global Growth Concerns on Hopes of More Record Highs
2019 July 18, 2019 Markets Looking Past June Performance to Clarity on Economic Data, Fed’s Next Move
2019 October 8, 2019 Money in Motion Analytics Now Available on BNY Mellon’s Pershing Platform
2019 April 30, 2019 Creating a better client experience is the highest priority for the nation’s premier advisory firms: The 2019 Elite Advisor Poll
2019 May 8, 2019 BNY Mellon's Pershing Appoints James ('Jim') T. Crowley Chief Executive Officer; Lisa Dolly is Appointed Chairman of Pershing Group LLC as Part of Leadership Transition
2019 February 6, 2019 BNY Mellon’s Pershing Climbs to the Top Spot for Brokerage Statements
2019 June 3, 2019 BNY Mellon’s Pershing Debuts Enhanced Subscribe Annuity Platform; Announces Plans to Integrate Subscribe into Its Managed Accounts Offering
2019 June 13, 2019 BNY Mellon’s Pershing Deepens Technology Consulting Capabilities
2019 June 12, 2019 BNY Mellon’s Pershing Expands Offerings in the Latin American Market
2019 January 31, 2019 BNY Mellon’s Pershing Increases Investment in the Advisory Experience
2019 December 11, 2019 BNY Mellon’s Pershing Launches Fee-Based Annuities in Its Managed Accounts Solution
2019 December 2, 2019 BNY Mellon’s Pershing Limited strengthens business development team in EMEA
2019 April 12, 2019 BNY Mellon’s Pershing Limited Wins Best Global Custodian to Private Client Businesses Award at the WealthBriefing European Awards 2019
2019 April 25, 2019 BNY Mellon's Pershing Receives InvestmentNews Innovation Award for Practice Management
2019 May 14, 2019 BNY Mellon’s Pershing Reimagines INSITE, Its Flagship Event, Announces 2019 Agenda
2019 June 13, 2019 BNY Mellon’s Pershing Releases 2019 Asset Flows Barometer
2019 June 12, 2019 BNY Mellon’s Pershing Unveils a Series of Initiatives to Accelerate Digital Transformation
2019 October 14, 2019 BNY Mellon’s Pershing Unveils New, Centralized Portal for Investment Managers
2019 February 7, 2019 BNY Mellon's Pershing Wins Private Asset Management Award
2019 April 2, 2019 Sanlam appoints BNY Mellon’s Pershing to provide trading, custody, and books and records to support its next phase of growth
2019 April 10, 2019 For the third year in a row, hiring and developing talent is the top business challenge for elite advisory firms: The 2019 Elite Advisor Poll
2020 August 25, 2020 BNY Mellon’s Pershing Expands Alternative Investment Capabilities; Becomes First Custodian to Integrate via API with CAIS and iCapital Network
2020 May 19, 2020 BNY Mellon’s Pershing Limited expands equities trading services capabilities to meet growing industry demand
2020 December 15, 2020 BNY Mellon’s Pershing Limited Wins Best Strategic Platform Award at the Schroders UK Platform Awards 2020
2020 March 3, 2020 BNY Mellon's Pershing Names Ben Harrison the New Head of RIA Custody Business
2020 July 20, 2020 BNY Mellon’s Pershing Names Emily Schlosser as Chief Operating Officer
2020 February 28, 2020 BNY Mellon’s Pershing Tops Brokerage Statement Best Practices List for Second Year in a Row
2020 March 5, 2020 BNY Mellon's Pershing Unveils Subscription Pricing for RIA Custody, Brings More Choice to Advisors
2021 May 18, 2021 BNY Mellon’s Pershing Announces Agenda for INSITE 2021
2021 June 8, 2021 BNY Mellon's Pershing Announces First-Of-Its-Kind Advisory Solution
2021 June 9, 2021 BNY Mellon's Pershing Reimagines Its Integration Portal
2021 April 21, 2021 BNY Mellon’s Pershing Reimagines the Client Experience
2021 March 17, 2021 BNY Mellon’s Pershing Tops Brokerage Statement Best Practices List for Third Year in a Row

For press releases prior to 2012, please contact