PAST ISSUES - REVENUE GENERATORS

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  ISSUE 18, 2011 
• Capture Retirement Money-in-Motion with Mutual Fund Only IRAs
  According to Pershing's recent independent study, "The Secret Knock: Unlocking The Retirement Opportunity," there is a $303 billion annual retirement money-in-motion opportunity, which includes: individual retirement account (IRA) rollovers, IRA transfers and transfers of taxable money earmarked for retirement.
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  ISSUE 17, 2011 
• Premium Content Enhancements Provide New Opportunities in NetX360™
  Did you notice that the About Premium Content pages have been enhanced? The updated content highlights how you can leverage the power of industry-leading, third-party content directly through NetX360™. Accessible from the Markets & Research menu, you can now get informative descriptions, demos, tutorials and samples of premium market data, news, research and premier business tools that are offered at preferred pricing and without long-term commitments.
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  ISSUE 16, 2010 
• Deadline for 2010 Roth Conversion Tax Incentives
  This year marked the first time your high-income clients could diversify their retirement savings by converting to a Roth Individual Retirement Account (IRA). Although clients are able to convert at any time, they only have until the end of 2010 to take advantage of the special one-time tax incentive that will allow them to distribute their tax liability from the conversion equally over two years (2011 and 2012).
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  ISSUE 15, 2010 
• NetX360™: Your Resource for Retirement Content and Tools
  Are you looking for ways to grow your retirement business? Visit Retirement under Financial Solutions in Resources in NetX360™ for new retirement content and materials to help you with client conversations.
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  ISSUE 14, 2010 
• Boost Performance Through Consolidation
  Once thought of as a convenient, inexpensive model, direct-to-fund business is losing supporters throughout the industry. More and more, we are seeing investment professionals make the move from direct-to-fund business to brokerage. In addition to avoiding a "true cost" per transaction of up to $41, moving to a consolidated mutual fund platform provides many valuable benefits that solve the challenges presented by direct mutual fund business.*
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  ISSUE 13, 2010 
• Mutual Fund Only IRAs
  Pershing's Mutual Fund Only Individual Retirement Account (IRA) is ideal for your clients who invest primarily in mutual funds and can serve as a powerful asset gathering tool for you.
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  ISSUE 12, 2010 
• Make Informed Decisions With Premium Content Through NetX360™
  Information moves through our lives at the speed of light. Often, key intelligence gets overlooked or lost in the crowd—intelligence that could improve your firm's profitability and your ability to generate income. Multiple sources of information, delivered in different media, only complicate the landscape. The ideal solution would provide a way for the information you truly need to stand out, saving you the task of endless searching.
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  ISSUE 11, 2010 
• Gather New, Small Business Assets with ProCash Plus®
  If you service investors who own small businesses, consider the benefits of ProCash Plus® for their particular needs. Small businesses offer a pool of assets you could tap to help you increase your assets under management and give you an edge on the competition.
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  ISSUE 10 - OCTOBER/NOVEMBER 2009 
• Leverage Managed Accounts as a Lending Alternative
  Broaden your lending solutions by providing your clients the ability to use managed account assets as collateral for a LoanAdvance® nonpurpose loan.
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  ISSUE 9 - SEPTEMBER 2009 
• Fully Paid Securities Lending
  For those clients who are looking to generate additional revenue on the assets already held in their portfolio, we can help with our new Fully Paid Securities Lending solution. Fully Paid Securities Lending enables your high-net-worth investors with fully paid-for securities to loan their shares and earn additional revenue on top of what is already being earned.

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