Pershing
Stay up to date with the latest press releases, commentary from Pershing executives, and product and service announcements in The Pershing Press.
| Pershing Recognized by the Customer Service Institute of America with Prestigious International Service Excellence Award February 17, 2012 - JERSEY CITY, N.J. — Pershing LLC, a BNY Mellon company has been awarded the 2011 International Service Excellence Award in the Large Business Category by The Customer Service Institute of America (CSIA) in recognition of its global service leadership. Pershing?s recognition was driven by demonstrated excellence in customer communications, responsiveness to customer feedback, supporting participation in charitable initiatives, as well as high marks for employee engagement and training on best practices. |
| Pricing Strategies to Create Growth - An unpredictable operating environment has dramatically challenged advisory firm profitability over recent years. Median operating profits as a share of revenue were down to approximately 11% in 20091, six percentage points below 2008. Such a dramatic drop in firm financial performance makes for a long and painful recovery for shareholders. A return to better days is believed to be underway, yet several other environmental factors continue to challenge advisory firm performance. Clients are increasingly demanding, compliance costs have gone way up and experienced talent is still scarce. Indeed, the experiences of recent years have left many asking, "How can my firm diffuse the impact of the operating environment on revenue and profitability?" |
| Lockwood Advisors, Inc. Offers Financial Professionals Guidance on Driving Growth through Seminars and Event Marketing January 19, 2012 - JERSEY CITY, N.J. — Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC, a BNY Mellon company, today announced the availability of Seminars and Event Marketing: Creative Ideas to Build and Enhance Relationships, a new guidebook offering financial professionals detailed information for developing successful events to deepen relationships with clients, attract prospects and to build relationships. |
| 50 Insights for 52 Weeks - What is the best way to fast-track business growth? Pershing Advisor Solutions has a guidebook that provides 50 easy-to-implement ideas to sustain and strengthen your business in all market conditions. Well-managed firms capitalize on opportunities and shine a light on current practices to find areas for improvement. Now is the time to delve into our 50 key insights and focus on what matters most. |
| Winning Over Your Clients: Creating a Client Engagement Strategy - When asked, most advisors identify growth, profitability and client management as their top three challenges. On the surface, these challenges appear to compete, creating a degree of strategic schizophrenia. The reality is that these challenges align under the banner of "client engagement." An engaged client is satisfied and loyal and one who manifests those positive feelings in increased share of wallet and referrals. Engaged clients are among your happiest and most profitable. They reflect the connection between the quality of your client relationships and growth. |
| Pershings Business and Succession Planning Guide Highlights Potential Pitfalls Facing Many Independent Advisors January 12, 2012 - JERSEY CITY, N.J., — Pershing, a BNY Mellon company, announced today the availability of a new guidebook, Developing a Sustainable Business and Succession Plan: An Independent Advisors Guide, which examines the critical elements of business and succession plans. This continues an ongoing series of practice management guides being developed by Pershing Advisor Solutions to help registered investment advisors (RIAs) improve their business planning and execution. |
| Pershing Offers Enhanced Asset Management Account with the Introduction of Corestone Account™ October 27, 2011 - JERSEY CITY, N.J. — Pershing LLC, a BNY Mellon company, announced today the introduction of Corestone Account™, an enhanced asset management account that offers more flexibility and a greater ease of use. Corestone Account replaces ProCash Plus® and bundles the industry's most popular features into a single, comprehensive offering. |
| Pershing Expands Anytime, Anywhere Account Access for Investment Professionals and Advisors with the Launch of Web-based NetX360.com October 27, 2011 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, announced today that it has expanded its leadership of anytime, anywhere account access with the introduction of a browser-based version of its innovative, open-architecture NetX360® technology platform. NetX360.com offers a simplified professional experience which can be accessed from wherever an investment professional has access to a browser. Given this flexibility, it serves the additional benefit of acting as a complement to disaster recovery and business continuity plans. |
| Pershing Captures Top Honor for the Second Year in a Row at HFMWeek Awards October 26, 2011 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, today announced that its prime brokerage unit was named 'Best Prime Broker— Custodial Solution' for the second year in a row at HFMWeek's US Hedge Fund Services Awards ceremony in New York. |
| Pershing Enhances Trust Network with Addition of Comerica Bank and Trust, NA and New York Private Trust Company October 26, 2011 - JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, announced today that it has enhanced its Trust Network with the additions of Comerica Bank & Trust, NA and New York Private Trust Company. Trust Network is Pershing's open-architecture platform that enables its introducing broker-dealer and independent registered investment advisor (RIA) customers to offer their clients a wide range of personal trust services and solutions from industry leading trust companies. |
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