Pershing Launches Online Practice Management Center for Advisors

June 6, 2013

New Resource to Serve as a One-Stop Site to Help Advisors Better Manage and Grow Their Business

HOLLYWOOD, Fla. - Pershing LLC, a BNY Mellon company, today unveiled its new Practice Management Center, a comprehensive resource that offers Pershing's clients practice management-related content in one user-friendly, central location. In response to client demand, advisors will now have quick access to all of Pershing's family of practice management materials, including more than 100 pieces of thought leadership, whitepapers, guidebooks and interactive tools on-demand.

"The goal of the Practice Management Center is to give advisors a resource that answers their most pressing practice management questions" said Maureen Duff, head of global marketing at Pershing. "Through the Practice Management Center, Pershing's clients can access a broad spectrum of information, tools and research that will help them evaluate all aspects of business development, better understand regulatory mandates and grow their business."

With the development of the Practice Management Center, advisors will now be able to efficiently research content specifically relevant to their business. All related information will be grouped within each of Pershing's practice management pillars: growth, human capital, operational efficiency and managing risk. Each will also be assigned to a topic, helping advisors zero in on the resources that are most relevant to their situation. A sampling of content available on the site includes:

  •  Business Development and Planning - Becoming a Stronger Wealth Manager
  •  Recruitment and Retention - The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors
  •  Platform and Workflow - Mission Possible III: Strategies to Sustain Growth in Challenging Times
  •  Compliance and Supervisory Guidelines - Effective Sales Supervision and Compliance

The value of practice management has become more important than ever as advisors take on a greater role in managing their own business. Pershing aims to continue to be a leader in providing actionable research and advice to the industry to meet advisors' demand for practice management expertise. To explore Pershing's Practice Management Center, clients or visitors can visit to access the full array of industry-leading research that Pershing offers.


INSITE attracts more than 2,300 attendees, including investment professionals, independent RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives. It is held at the Hyatt Regency, Orlando, Florida. For additional information, visit To keep up-to-date on INSITE and to join the conversation on the issues that will be discussed, follow us on Twitter @Pershing and use hashtag #PershingINSITE.

About BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting.

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Additional information is available on, or follow us on Twitter @Pershing.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of June 30, 2019, BNY Mellon had $35.5 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.