Pershing
Thought Leadership: Independent Studies, White Papers and Guidebooks
Explore our vast range of practice management solutions on NetX360™— available to Pershing customers.
 | Developing a Sustainable Business and Succession Plan A new guidebook filled with practical information about virtually every aspect of developing a sustainable business and succession plan. Many firm owners are only a... |
 | Real Deals Quarterly UpdateWhile the fourth quarter of 2011 marked just a slight decrease in the number of mergers and acquisitions in the financial advisory industry, the total... |
| Real Deals Quarterly UpdateWhile the fourth quarter of 2011 marked just a slight decrease in the number of mergers and acquisitions in the financial advisory industry, the total... |
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DESTINATION RIA: What to Expect and How to Prepare
Destination RIA: What to Expect and How to Prepare is a new independent study published by Pershing Advisor Solutions and produced by FA Insight. It... |
 | Policy and Prospects: Are Governments Tipping the Balance Toward Depression? Three years have passed since the start of the financial crisis, yet asset managers still face volatile capital markets, stalling growth and continuing financial system... |
 | The Myths of GIPS: Money-Weighted Returns for Client Performance Reporting Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, in conjunction with The Spaulding Group, has developed a new whitepaper, The... |
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A Guide to Technology Outsourcing for Hedge Funds
For hedge funds, technology is undergoing a dramatic transformation—from basic infrastructure to a competitive differentiator. New tools are helping managers attract investors with stable, scalable... |
| Asset Consolidation: Your Path to Greater Growth and Efficiency Pershing LLC, in conjunction with FA Insight, a consulting and research firm that works exclusively within the financial services industry, has developed a study that... |
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Pricing Strategies to Create Growth: An Independent Advisor's Guide
Pricing Strategies to Create Growth: An Independent Advisor's Guide, published by Pershing Advisor Solutions and produced by FA Insight, is a new guidebook that examines... |
| Real Deals 2010: Definitive Information on Mergers and Acquisitions for Advisors Real Deals 2010, published by Pershing Advisor Solutions and produced by FA Insight, is the fourth in a series of reports first released by... |
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