International Adviser: Under a third UK wealth managers say clients fear cybercrime10 January, 2019 Article with quotes from Daniel Semal |
Asset Servicing Times: MiFID II: one year on03 January, 2019 Article with quotes from Linda Gibson |
Thewealthnet: MIFID II fee disclosures a 'transformational moment' for wealth management03 January, 2019 Article with quotes from Linda Gibson. Note: Subscription required. |
CNBC: The impact of MiFID II20 December, 2018 Michael Horan talks about the impact of MiFID II's research unbundling on CNBC Europe |
Bloomberg TV: Rules & Returns07 December, 2018 Michael Horan chats to Bloomberg on what the markets will see as MiFID II enters into its second year Michael's session starts at 16.00 |
Discus: Culture in the context of mergers and acquisitions08 November, 2018 Featuring Mark Tibergien |
FTAdviser: How technology can make advisers closer to clients02 November, 2018 Interview with Maarten Heukshorst Registration Required |
The Trade: Targeting talent-The industry’s new battleground08 October, 2018 Article with quotes from Michael Horan |
Financial Times: MiFID II starts to weave its influence through markets01 October, 2018 Article with quotes from Michael Horan on MiFID II Subscription Required |
CityAM: Outdated Research Is Driving Markets Towards a Pedestrian Investment Environment18 September, 2018 Michael Horan by-line on market research |
WealthBriefing: Red Tape Drives Wealth Managers' Tech Habits - BNY Mellon's Pershing13 September, 2018 Article with quotes from Maarten and Dan following meeting with journalist |
CNBC: ETFs Are ‘Overinflated’ And Could Spark The Next Market Crash, Trader Says23 August, 2018 Article on Michael Horan's comments following CNBC interview |
CNBC: ‘Still Very Much a ‘Risk-on’ Environment In Investing’23 August, 2018 Michael Horan on passive investment vehicles |
Thewealthnet: Wealth Managers Must Understand Risks From Untested FinTechs to Reap The Rewards06 August, 2018 Linda Gibson and Dan Semal on FinTech partnerships |
EU Bankers.net: What Wealth Managers Can Do to Get Brexit-ready (syndicated)17 July, 2018 Linda Gibson on six things to focus on ahead of Brexit |
FT Adviser: What Wealth Managers Can Do to Get Brexit-ready17 July, 2018 Linda Gibson on six things to focus on ahead of Brexit |
Best Execution: Fintech Risks Drive New Regulatory Mindset02 July, 2018 Mark John quoted in piece on regulatory collaboration |
WealthBriefing: Navigating The Challenge of Legacy Technology21 June, 2018 Byline article from Mark John and Daniel Semal |
FTAdviser: Technology Solutions11 June, 2018 Byline article from Maarten Heukshorst |
TheBusinessDesk: People on The Move25 May, 2018 Louise McEveley CISI appointment press release |
Financial Planning Today: New CISI Liverpool President Appointed23 May, 2018 Louise McEveley CISI appointment press release |
Global Banking & Finance Review: New CISI President23 May, 2018 Louise McEveley CISI appointment press release |
Professional Adviser: New CISI President22 May, 2018 Louise McEveley CISI appointment press release |
Bloomberg TV: Rules & Returns10 May, 2018 |
Reuters - Broker Beauty Parade Set to Test Customer Ties27 April, 2018 Comment from Linda Gibson in Huw Jones' article |
Best Execution - Equities Trading Feature19 April, 2018 Michael Horan comments on costs of implementing MiFID II and move to LIS type of trading |
Asset Servicing Times - CCP Insight Mark John of BNY Mellon's Pershing Limited Discusses The Paradoxical Challenges Facing European CCPs18 April, 2018 Byline article from Mark John |
Etfexpress Firms Must Maximise MiFID II Opportunities07 November, 2017 |
Hedgeweek Firms Must Maximise MiFID II Innovation Opportunities07 November, 2017 |
Institutional Asset Manager Firms Must Maximise MiFID II Innovation Opportunities07 November, 2017 |
Private Equity Wire: Firms Must Maximise MiFID II Innovation Opportunitites07 November, 2017 |
Propertyfundsworld.com Firms Must Maximise MIFID II Innovation Opportunities07 November, 2017 |
Wealth Adviser Firms Must Maximise MiFID II Innovation Opportunities07 November, 2017 |
Yahoo! Finance UK and Ireland Draining The Dark Pools - EU Trading Rules Face Uncertain Launch07 November, 2017 |
Sunday Telegraph - Why Reforms to The City's Crucial Research May Result in Less Investment29 October, 2017 Subscription Required |
Reuters - MiFID II Requirements to Address Now17 October, 2017 Subscription Required |
Fintech News - BNY Mellon's Pershing Launches Integrated Digital Front-end Solutions06 October, 2017 |
Wealth Adviser - BNY Mellon's Pershing Launches Integrated Digital Front-end Solutions06 October, 2017 |
Institutional Asset Manager - BNY Mellon's Pershing Launches Integrated Digital Front-end Solutions05 October, 2017 |
Asset Servicing Times - Firm but Fair: As The Advent of MiFID II Looms, the UK's FCA Has Taken a Stance of Pragmatism, but There Are Still Failings the Regulator Will not Abide04 October, 2017 Linda Gibson comments on the FCA's approach to non-compliance for MiFID II go-live 3 January 2018 |
Managers of Wealth - Pershing to Launch Integrated Digital Front-end Solutions03 October, 2017 Subscription Required |
The Trade - Four Misconceptions on SIs That Will Trip You Up on MiFID II18 September, 2017 Michael Horan comments on the unknown pitfalls of Sis |
A blinkered Approach to MiFID II Will Multiply Advisor Workloads: Firms Should Combine MiFID II and GDPR Compliance15 September, 2017 Linda Gibson comments thatfFirms should combine MiFID II and GDPR compliance |
Professional Adviser: Meet the Adviser Champions: Pershing's Geoff Towers23 August, 2017 Financial advisers have the opportunity to make the most of the "wall of money" baby boomers and those approaching retirement have to offer, believes Geoff Towers |
FTAdviser: Defined Benefit Pensions' Demise Linked to Robo's Rise11 August, 2017 Geoff Towers said advisers have no need to be concerned about robo-advice – which he distinguished from robo-investing services. |
Professional Adviser: The Senior Managers and Certification Regime explained28 July, 2017 Portfolio advisers are to be subject to a new regulatory regime initially devised to make senior managers in banks responsible for the actions of staff, but soon to be applied to staff in 47,000 financial services firms. |
Global Custodian: Regulations Both a Spur And Check on Robotisation17 July, 2017 As it often is, the key driver of automation and robotisation in the future will be regulation |
Best Execution: THE MULTI-ASSET TRADING DESK MARCHES ON16 July, 2017 Best Execution looks at what is helping, and what is hindering, the move to multi-asset class trading. |
ISS Mag: Redefining Regime Won’t Prevent SIs Increasing Market Share13 July, 2017 Read comments from Michael Horan, Head of Trading Services at BNY Mellon’s Pershing, following the European Commission’s proposal to redefine Systematic Internalisers. |
The Trade: Tighter Rules Unlikely to Stem Flow of Dark Trading to SIs13 July, 2017 SIs under MiFID II will still be very attractive trading venues for investors even if EU stamps down on networking attempts. |
Reuters: As Day of the MiFID Approaches, Specialist Brokers Advance, Not Retreat11 July, 2017 Brokers specializing in researching mid-cap stocks are sharpening their focus and hiring rather than retreating ahead of sweeping regulatory changes that on the face of it could hurt their business. |
The Trade: Revival of the Sales Trader12 April, 2017 Newer process instruments are finally being designed with mobility in mind. Michael Horan of BNY Mellon's Pershing is quoted. |
Asset Servicing Times: Sell Side Story22 March, 2017 As the capital markets have changed, so has the relationship between the buy and sell sides. Mark John of BNY Mellon's Pershing explains. |
International Securities Services: CMU Progress Paves Way for Return of Innovation18 March, 2017 Mark John, head of product and business development EMEA at BNY Mellon’s Pershing, has commented on the European Commission consultation on the Capital Markets Union (CMU) programme, which closes today. |
discus: MiFID II – Devil in the Detail?19 January, 2017 Linda Gibson, Director, Regulatory Change and Compliance Risk at BNY Mellon’s Pershing looks at the Markets in Financial Instruments Directive and Regulation II (MiFID II/MiFIR), collectively referred to as MiFID II and the potential impact on Discretionary Managers, financial advisers and investors. |
FTAdviser: Mattioli Woods and Pershing Agree Five-year Deal27 December, 2016 Mattioli Woods has reappointed BNY Mellon’s Pershing to safeguard its client investments. The five-year deal marks the continuation of a relationship between the two companies dating back to 2012. |
WealthBriefing: Mattioli Woods Signs Five-Year Deal With BNY's Pershing22 December, 2016 Mattioli Woods has reappointed BNY Mellon’s Pershing, a provider of outsourcing solutions for private client firms, to assist with safeguarding client investments as part of a five-year deal. Subscription Required |
Best Execution: Prepping for MiFID II: A Rich Firm's Game?18 December, 2016 Although seemingly hitched to an endless reset button, MiFID II looks to be as transformational as its predecessor, MiFID I. The breadth of the directive’s scope and the depth of clarifications required to understand its reach takes it into new territory. Is everyone prepared for the consequences of its implementation? |
WealthBriefing: Geoff Towers - Pershing Sees "Enormous Tailwinds" For Global Wealth Management16 December, 2016 The managers of the wealth management platform at Pershing enjoy one of the best seats in the house when it comes to seeing the flows of money and industry trends affecting today’s industry. This business, part of BNY Mellon, has certainly been close to the action, whether it be around the impact of UK regulations to financial advisors, outsourcing of back-office functions and developments in technology. Subscription Required |
Money Marketing Profile - How Pershings Boss Plans to Keep Cashing in on Pension Freedoms06 December, 2016 It is hard to appreciate the importance or value of something you are unaware of or do not understand. That is the central theme running through Geoff Towers’ thoughts on financial services. |
Asset Servicing Times: Darkest Before the Dawn05 December, 2016 Once financial services firms are through this swathe of regulation, they can start again with a clean sheet, says Mark John of Pershing. |
thewealthnet.com Now More Than Ever, Wealth Management Firms of all Shapes and Sizes Can Flourish, Says Pershing30 November, 2016 Geoff Towers talks about how there is growing opportunity for a wide range of firms with differing approaches and business models to succeed. Subscription Required |
Waters Technology: MiFID II: Best Execution May See Heads Roll01 November, 2016 The incoming changes to best execution practices mean participants across the industry must get to grips with various data challenges. Subscription Required |
Global Custodian: Europe Won't Settle for Second Best13 September, 2016 T2S has been in the making for over a decade and is finally reaching its climax. The paper looks at the history and market sentiment towards the pan-European settlement system. Subscription Required |
discus: Pershing and Scorpio Research: How to Use 'Life Event' Marketing in Your Advisory Firm16 August, 2016 Pershing and Scorpio Research: financial advice nudges that can occur within a client’s lifetime and how financial advisers can adopt a strategy of ‘life event’ marketing to grow (or retain) their client base. |
Global Custodian: T2S Must Master Europe First Warns BNY Mellon12 August, 2016 Recent industry commentary has focused on whether T2S can be expanded into wider markets. |
The Trade: Banks Running Risks with "20-year Old Technology"04 July, 2016 It is crucial that financial institutions future-proof their technology and implement new architecture onto legacy systems carefully so to avoid any unforeseen operational risks, according to BNY Mellon Pershing. |
Best Execution Will MiFID II's Double Volume Caps Light Up22 June, 2016 Michael Horan, head of trading services, BNY Mellon's Pershing, discusses MiFID II’s double volume caps. |
International Adviser: Wealth Management Needs 'Uber' Moment to Attract Millennials13 June, 2016 Millennials, the generation aged 18-34, need a “one-stop shop” where they can go to find information on how to invest, the UK’s Wealth Management Association (WMA) has urged. |
Pioneers Post Wealth Management Firms Consider Attracting Millennials with Social Enterprise09 June, 2016 The Wealth Management Association held a forum to brainstorm ways of ensuring they have clients in the future. Wealth management firms think that establishing a social enterprise might be the way to get millennials to manage their financial future. |
Waters Technology: Dark Pool Caps: Lighting Up the Darkness02 June, 2016 Restrictions on the use of dark-pool trading waivers come into force as part of MiFID II but some in the industry believe the rules will do more harm than good. |
Financial News: Buyside Traders Beware: Outsourcing Set for Revival25 May, 2016 Many back and middle-office functions are already performed by third-party providers, but the concept is now being explored more seriously in the front office Subscription Required |
FTAdviser: Advice is Not a Short-term Game, Says Pershing28 April, 2016 Investment outsourcing and technology company Pershing has been investing a “significant” sum to upgrade the digital services it offers advisers to use with their clients. Subscription Required |
Wealth Adviser: Pershing to Support Tilney Bestinvest/Saga06 April, 2016 Pershing Limited has been selected to provide full UK wrap administration and execution capabilities to Saga Investment Services, the new joint venture from Tilney Bestinvest and Saga. |
WealthBriefing: Pershing - What Wealth Management Clients Want - The Generation Challenge31 March, 2016 It is well known that different generations of high net worth individuals will have varying requirements from advisors. However, wealth management practitioners can address the challenges, this article argues. Subscription Required |
Citywire New Model Adviser: Tilney Bestinvest and Saga Sign Platform Deal with Pershing21 March, 2016 Pershing has signed a deal with Tilney Bestinvest and Saga to provide platform technology for the two companies’ joint advice venture. Subscription Required |
Financial Planning Today: Pershing to Support Saga Wrap for Over-50s21 March, 2016 Pershing, a BNY Mellon company, is to provide full UK wrap administration and execution capabilities to Saga Investment Services, the new joint venture from Tilney Bestinvest and over-50s provider Saga. |
FTAdviser: Saga Investment Services Turns to Pershing for Wrap21 March, 2016 BNY Mellon's Pershing has been selected to provide UK wrap administration to Saga Investment Services (SIS). Subscription Required |
Global Custodian: Pershing Sees Pressures Mounting on Custodians21 March, 2016 Pershing director Mark John discussed the various challenges that custodians are currently facing. |
FTSE Global Markets: Assessing the Market Change on Fixed Income Trading: Part One09 March, 2016 In part one of this video series, Mark John, Director of BNY Mellon's Pershing Broker-Dealer Services, assesses the impact of market change on fixed income trading. |
FTSE Global Markets: Assessing the Market Change on Fixed Income Trading: Part Two09 March, 2016 In part two of this video series, Mark John, Director of BNY Mellon's Pershing Broker-Dealer Services, discusses accessing liquidity and improving processes in fixed income trading. |
Professional Adviser: The Digital Adviser: Time to Think Beyond Your Website08 March, 2016 Pershing's Ileana Sodani believes there is more to being a ‘digital adviser' than a snazzy website. Clients are willing to pay for the multi-channel experience, she writes. |
The Trade: Struggle Ahead for Fixed Income Platforms15 January, 2016 Trading platforms in the fixed income market will continue to struggle to gain a foothold in the market, according a whitepaper from BNY Mellon. |
thewealthnet.com: Pershing: Wealth Management Can Prosper Without the Baby Boomers08 December, 2015 Wealth management will survive the transfer of wealth from the boomer generation despite some seemingly dire sounding demographics, according to Pershing. Subscription Required |
Citywire New Model Adviser: Mind the Gender Gap: Don’t Lose Valuable Female Clients04 December, 2015 While some advisers recognise the business opportunity women represent, they do not know how best to pursue it or needlessly lose them following death, divorce or plain disengagement. |
Portfolio Adviser: Why Wealth Managers Must Act Now to Save Their Future19 November, 2015 Break a mirror, and you’ll get seven years of bad luck. Break the banking system, and it’ll take that long just for regulators to work out who’s to blame. |
Citywire Wealth Manager: Pershing and Scorpio Research: What Clients Think About the Rise of Digital Solutions11 November, 2015 Key statistics from Scorpio Partnership and Pershing's latest research highlight what clients think about the rise of digital solutions. |
Best Execution: What Have the Romans Ever Done for Us?22 October, 2015 Michael Horan discusses the benefits of regulatory change in European equities market structure. |
Asset Servicing Times Keeping Your Core14 October, 2015 Banks and broker-dealers are refocusing, says Pershing’s Scott Coey, head of broker-dealer services EMEA Pershing. |
portfolio institutional: Fishing in Dark Pools02 October, 2015 Dark pools have been hitting the headlines for all the wrong reasons, but navigated correctly can be a valuable tool for large trades. |
Professional Adviser: Digital Experience: How to Give Clients Exactly What They Want25 August, 2015 Ileana Sodani explores how advisory firms can harness digital innovation to enhance the client 'experience' and drive business growth. Subscription Required |
Citywire New Model Adviser: Future-proof Firms: Diversify Your Team to Secure Your Success28 July, 2015 An ageing profession and ageing client base means advice firms need to start thinking about where their next top clients are going to come from and how they will attract them. |
Citywire New Model Adviser: How IFAs Can Shine by Finding Out What Women Want01 June, 2015 Women have different investment needs than men and advisers have a golden opportunity to attract female clients by discussing flexibility, retirement and education. |
Best Execution: Regulatory Changes Impact on the Equity Trading Arena: No Time to Catch Our Breath01 May, 2015 Market participants look at how the raft of regulation has altered the equity trading arena. |
Best Execution: Sellside Profile: Pershing: Overcoming Regulatory Hurdles10 April, 2015 Michael Horan, Head of Trading and Scott Coey, Managing Director & Head of Broker Dealer Services EMEA at Pershing, a BNY Mellon company explain the ongoing impact of legislation and the operating models needed to respond. |
Global Custodian: Outsourcing in a Brave New World01 April, 2015 Outsourcing has reached a new norm, following the financial crisis and the regulatory change that resulted from it. Buyers no longer want relationships where they are bound to large-scale lift outs. Instead they want component-based services. |
Portfolio Adviser: Lightening the Not-so-soft Touch of the Regulator27 January, 2015 The regulatory pressures keeping wealth managers away from their core day job – running money – are unlikely to abate anytime soon, which is where companies like Pershing come in. |
The Trade: Life Beyond the Bulge Bracket14 January, 2015 Mid-tier and specialist brokers have a critical long-term role serving the institutional buy-side, but only if they can adapt to the post-crisis era. |
Best Execution: Fintech risks drive new regulatory mindset02 July, 2000 Linda Gibson comments on six things that wealth managers should account for to get Brexit-ready |
