Press Releases
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.
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.
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.
Pershing Announces New Capabilities and Website Redesign for Albridge Following Reorganization with iNautix USA
October 25, 2011 - JERSEY CITY, N.J. — Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, announced today the introduction of a range of newly integrated compliance, business intelligence and operational capabilities as a result of completing its merger reorganization with Pershing?s iNautix (USA) LLC affiliate, effective October 1, 2011. The reorganization enables Albridge to combine the technology solutions, product development and business consulting knowledge of both firms to help customers implement enterprise efficiency and collaboration solutions, improve advisor productivity, and bolster investor satisfaction.
Pershing Offers New Guidance to Breakaway Advisors Launching an RIA
October 10, 2011 - JERSEY CITY, N.J. — Pershing Advisor Solutions LLC, a BNY Mellon company, announced today the availability of a new independent study, Destination RIA: What to Expect and How to Prepare. The research provides wirehouse advisors with a thorough review of independent registered investment advisor (RIA) models and sets expectations for the different challenges and experiences of working as an RIA.
Pershing Offers New Proprietary Macroeconomic Research from Roubini Global Economics
September 21, 2011 - JERSEY CITY, N.J.,— Pershing LLC, a BNY Mellon company, announced today the availability of a report from Roubini Global Economics titled, Policy and Prospects: Are Governments Tipping the Balance Toward Depression?. Available exclusively through Pershing Prime Services, this macroeconomic research will be highlighted at an event featuring Nouriel Roubini, co-founder and chairman of Roubini Global Economics, in New York on October 6, 2011
Lockwood Advisors, Inc. Offers Financial Professionals Guidance on Driving Growth through Seminars and Event Marketing
Date:   Format:

Pershings Business and Succession Planning Guide Highlights Potential Pitfalls Facing Many Independent Advisors
Date:   Format:

Pershing Offers Enhanced Asset Management Account with the Introduction of Corestone Account?
Date:   Format:

Pershing Expands Anytime, Anywhere Account Access for Investment Professionals and Advisors with the Launch of Web-based NetX360.com
Date:   Format:

Pershing Enhances Trust Network with Addition of Comerica Bank and Trust, NA and New York Private Trust Company
Date:   Format:

Pershing Captures Top Honor for the Second Year in a Row at HFMWeek Awards
Date:   Format:

Pershing Announces New Capabilities and Website Redesign for Albridge Following Reorganization with iNautix USA
Date:   Format:

Pershing Offers New Guidance to Breakaway Advisors Launching an RIA
Date:   Format:

Pershing Offers New Proprietary Macroeconomic Research from Roubini Global Economics
Date:   Format:

Research by Pershing Affiliate Albridge Dispels Myths about Global Investment Performance Standards
Date:   Format:

Pershing Releases New Technology Outsourcing Guide for Hedge Funds to Improve the Strength, Safety and Scalability of Their Businesses
Date:   Format:

Pershing Introduces a New Pricing Tool and Guidebook to Help Investment Professionals and RIAs Drive Profitability
Date:   Format:

BNY Mellon's Pershing to Open Channel Islands Office
Date:   Format:

BNY Mellon's Pershing Unit Study Advises Investment Professionals to Consolidate Assets onto a Single Brokerage Platform to Increase Profitability, Drive Growth
Date:   Format:

BNY Mellon's Pershing Unit Adds Altegris, Invesco and TIAA-CREF Funds to the FundVest Platform
Date:   Format:

BNY Mellon's Pershing Prime Services Named Best Prime Broker in Hedgeweek Awards
Date:   Format:

BNY Mellon's Pershing Unit Enhances its ValueAlliance Program with New Solution Providers for Introducing Broker-Dealer, Independent Registered Investment Advisor and Hedge Fund Customers
Date:   Format:

BNY Mellon's Pershing Unit Expands Mobile Access with NetX360 for Google Android
Date:   Format:

BNY Mellon's Pershing Unit to Host INSITE 2011 Financial Solutions Conference
Date:   Format:

BNY Mellon's Pershing Advisor Solutions Unit Releases New Study Focusing on Mergers and Acquisitions Activity for Independent Registered Investment Advisors
Date:   Format:

BNY Mellon's Pershing Unit Forms Strategic Alliance with Roubini Global Economics
Date:   Format:

BNY Mellon's Pershing Unit Expands Focus on Retirement Market to Help Financial Services Firms Capture the $303 Billion 'Money in Motion' Opportunity
Date:   Format:

BNY Mellon's Pershing Unit Joins Education, Advocacy and Industry Leaders in Supporting National Retirement Planning Week
Date:   Format:

BNY Mellon's Pershing Affiliate, Albridge Solutions Earns Re-Certification Under the Prestigious Service Capability and Performance (SCP) Standards
Date:   Format:

BNY Mellon's Pershing Unit Achieves Certification to International Customer Service Standard
Date:   Format:

Pershing Study Advises Broker-Dealers to Embrace Hybrid Platforms to Capture Growth of Dually-Registered Advisors
Date:   Format:

Pershing Releases New Study on Broker-Dealers' Current Challenges and Opportunities for Recruiting and Retaining Talent
Date:   Format:

BNY Mellon's Pershing Unit Invests In HedgeMark International
Date:   Format:

BNY Mellons Pershing Unit Adds ING Funds to FundVest
Date:   Format:

BNY Mellon's Pershing Limited Continues to Enhance its Nexus Funds Solution With the Addition of Five New Fund Managers
Date:   Format:

BNY Mellon's Pershing Unit Introduces Real Time Matching Tool, New Calculator and Other Enhancements for Advisors in Transition
Date:   Format:

BNY Mellon's Pershing Advisor Solutions White Paper Offers Guidance on How Advisory Firms Can Drive Growth with the Multi-Location Model
Date:   Format:

BNY Mellon's Pershing Affiliate Albridge Solutions Releases New Study
Date:   Format:

BNY Mellon's Pershing Prime Brokerage Unit Captures Top Honors At HFMWeek Awards
Date:   Format:

BNY Mellon's Pershing Unit Study Offers New Guidance to Financial Professionals for Unlocking the Retirement Market Opportunity
Date:   Format:

BNY Mellon's Pershing Advisor Solutions Hosts Series of Practice Management Forums for Registered Investment Advisors
Date:   Format:

BNY Mellon's Pershing Limited Releases White Paper Focusing on the Emergence of the Virtual Investment Bank in Europe
Date:   Format:

BNY Mellon's Pershing Unit Announces Acquisition of Broker-Dealer Clearing Services Business from Investment Banking Firm, Jefferies and Company
Date:   Format:

BNY Mellon's Pershing Unit Adds Janus Funds and Pacific Life Funds to FundVest
Date:   Format:

BNY Mellon's Pershing Affiliate, Albridge Solutions to Host Perspectives 2010 Financial Solutions Client Conference
Date:   Format:

BNY Mellon's Pershing Unit's New Study Reveals Growth Opportunity For Hedge Fund Managers within Separately Managed Account Structures
Date:   Format:

BNY Mellon's Pershing Advisor Solutions Study Finds Many Financial Advisors Using Social Media to Drive Growth, Connect with Clients
Date:   Format:

BNY Mellon's Pershing Unit Recognized by CIO Magazine as a CIO 100 Award Honoree
Date:   Format:

BNY Mellon's Pershing Unit Releases New Study Exploring the Changing Model of Securities Lending for Hedge Funds
Date:   Format:

BNY Mellon's Pershing Unit and BondWave Release a Survey on Financial Advisors' Usage, Understanding of Fixed Income Investment Options
Date:   Format:

BNY Mellon's Pershing Advisor Solutions White Paper Offers Guidance on Advisory Firms Incorporating Breakaways and Advisor Recruiting into Growth Strategy
Date:   Format:

BNY Mellon's Pershing Unit Introduces NetX360 for iPad
Date:   Format:

BNY Mellon's Pershing Unit Continues to Expand FundVest Platform
Date:   Format:

BNY Mellon's Pershing Unit Launches Initiative to Educate Introducing Broker-Dealer and Independent Registered Investment Advisor Customers on Driving Growth with International Investment Solutions
Date:   Format:

Pershing Affiliate, iNautix, Introduces First End-to-End Paperless Annuity Processing Solution for Introducing Broker-Dealers
Date:   Format:

BNY Mellon's Pershing Limited Launches GlobalClear, a New Clearing, Settlement and Custody Service for Institutional Broker-Dealers in Europe
Date:   Format:

BNY Mellon's Pershing Limited Continues to Enhance its Nexus Funds Solution With the Addition of 11 Mutual Fund Providers
Date:   Format:

BNY Mellon's Pershing Unit to Host INSITE 2010 Financial Solutions Conference
Date:   Format:

BNY Mellon's Pershing Advisor Solutions Unit Enhances Consulting for Independent Registered Investment Advisors with Healthcheck
Date:   Format:

BNY Mellon's Pershing Limited Releases White Paper Focusing on the Rise of Fixed Income Asset Class in European Markets
Date:   Format:

BNY Mellon's Pershing Unit Releases New Study Focusing on the Multi-Prime Approach for Hedge Fund Managers
Date:   Format:

BNY Mellon's Pershing Unit Introduces Nexus Execution Services, Pershing's Multi-Asset Class Trading Solution
Date:   Format:

BNY Mellon's Pershing Unit Receives Number One Ranking for Its Customer Account Statement in Annual DALBAR Survey
Date:   Format:

BNY Mellon to Acquire PNCs Global Investment Servicing Business
Date:   Format:

BNY Mellon's Pershing Advisor Solutions Unit Releases New Study Focusing on Mergers and Acquisitions Activity for Independent Registered Investment Advisors
Date:   Format:

BNY Mellon's Pershing Unit Releases New Independent Study Focusing on the Evolving Competitive Landscape
Date:   Format:

BNY Mellon Receives Banking Licence in Ireland
Date:   Format:

BNY Mellon's Pershing Unit Expands Suite of SWIFT Messaging Capabilities for Global Financial Services Organizations
Date:   Format:

BNY Mellon's Pershing Unit Continues to Expand FundVest Platform
Date:   Format:

BNY Mellon's Pershing Unit Releases New Whitepaper Focusing on Outsourcing Solutions for Hedge Funds
Date:   Format:

BNY Mellon's Pershing Unit Announces Enhanced Lockwood AdvisorFlex Portfolios Solution with Objectives-Based Asset Allocation Models and New Analytical Tools
Date:   Format:

The Bank of New York Mellon's Pershing Unit Provides Customers with Access to Black Diamond Performance Reporting through NetX360
Date:   Format:

The Bank of New York Mellon Repurchases Warrant Related to TARP Capital Investment
Date:   Format:

The Bank of New York Mellon's Pershing Unit Receives Capital Markets Services Licence from the Monetary Authority of Singapore
Date:   Format:

Pershings Affiliate, iNautix Technologies India Private Limited, Receives Top 25 Ranking in Best Companies to Work For Study in India
Date:   Format:

The Bank of New York Mellon to Repurchase Preferred Stock Related to TARP Capital Investment
Date:   Format:

The Bank of New York Mellon's Pershing Unit Introduces NetX360
Date:   Format:

The Bank of New York Mellon's Pershing Unit and Barclays Capital Establish Distribution Agreement for New Issue Municipal Bond Offerings
Date:   Format:

The Bank of New York Mellon's Pershing Unit Adds Three Industry-Leading Fund Companies to FundVest
Date:   Format:

Pershing's Affiliate, iNautix, Expands Its Suite of Compliance Solutions for Introducing Broker-Dealers
Date:   Format:

The Bank of New York Mellon's Pershing Unit Enhances ValueAlliance Program For Introducing Broker-Dealers, Independent Registered Investment Advisors and Advisors in Transition
Date:   Format:

The Bank of New York Mellon's Pershing Unit Expands Separately Managed Account Solutions for Independent Registered Investment Advisors and Advisors in Transition
Date:   Format:

The Bank of New York Mellon's Pershing Unit Awarded Bronze Medal
Date:   Format:

The Bank of New York Mellon's Pershing Unit Adds Seven Industry-Leading Fund Companies to Nexus Funds
Date:   Format:

The Bank of New York Mellon's Pershing Advisor Solutions Unit Expands Fixed Income Capabilities for Independent Registered Investment Advisors Through BondWave Advisors
Date:   Format:

Pershing's Affiliate, iNautix, Releases New Study for Broker-Dealer Firms Focusing on Best Practices for Maximizing Operational Efficiency
Date:   Format:

The Bank of New York Mellon's Pershing Advisor Solutions Unit Releases New Operational Efficiency Study for Independent Registered Investment Advisors
Date:   Format:

The Bank of New York Mellon's Pershing Unit Launches Comprehensive Program to Help Introducing Broker-Dealers Better Serve Dually Registered Advisors
Date:   Format:

The Bank of New York Mellon's Pershing Unit Expands Hedge Fund Consulting Services with Innovative Start-Up Simulator Tool and Comprehensive Guidebook
Date:   Format:

The Bank of New York Mellon's Pershing Unit Receives Number One Ranking for Its Customer Account Statement in Annual DALBAR Survey
Date:   Format:

The Bank of New York Mellon's Pershing Unit Establishes Its First Clearing Relationship in Scandinavia
Date:   Format:

KBC selects BNY Mellon Asset Servicing for U.S. equity trading services
Date:   Format:

The Bank of New York Mellon's Pershing Unit Releases New Study for Hedge Funds Focusing on Best Practices for Managing Counterparty Risk and Relationships
Date:   Format:

The Bank of New York Mellon's Pershing Unit Launches Comprehensive Practice Management Program to Help Wirehouse Advisors Transition to Alternative Affiliation Models
Date:   Format:

The Bank of New York Mellon's Pershing Advisor Solutions Unit Releases Benchmarking Study Outlining Trends in Managing Human Capital
Date:   Format:

The Bank of New York Mellons Pershing Unit to Provide Customers with Access to the Certificate of Deposit Account Registry Service (CDARS)
Date:   Format:

The Bank of New York Mellon's Pershing Unit Enhances Global Execution Capabilities for Trading Equities
Date:   Format:

The Bank of New York Mellon's Pershing and iNautix Units to Provide Introducing Broker-Dealer Firms with Comprehensive Suite of Compliance Solutions from Actimize
Date:   Format:

The Bank of New York Mellon's Pershing Unit Expands BondCentral Platform with Structured Products through Tradeweb
Date:   Format:

The Bank of New York Mellon's Pershing Advisor Solutions Unit Releases New Study Highlighting Mergers and Acquisitions Activity for Independent Registered Investment Advisors
Date:   Format:

The Bank of New York Mellon's Pershing Unit Adds Four Industry-Leading Fund Companies to Nexus Funds
Date:   Format:

Pershing's Affiliate, iNautix Technologies India Private Limited, Expands Presence
Date:   Format:

The Bank of New York Mellon's Pershing Unit Launches Collateralised Lending Service for Private Client and Private Wealth Managers
Date:   Format:

The Bank of New York Mellon's Pershing Unit Introduces Paperless Account Opening Solution for Introducing Broker-Dealer Firms, Investment Professionals and Independent Registered Investment Advisors
Date:   Format:

BNY Mellon Shareowner Services and Pershing LLC First to Participate in New Alternative Investment Product Service through the National Securities Clearing Corporation
Date:   Format:

Pershing's Affiliate, iNautix, Introduces Advanced Document Management Solution for Introducing Broker-Dealer Firms, Investment Professionals and Independent Registered Investment Advisors
Date:   Format:

The Bank of New York Mellon's Pershing Unit Adds American Funds, JennisonDryden, OppenheimerFunds and Van Eck Global to FundVest(R)
Date:   Format:

The Bank of New York Mellon's Pershing Unit Releases New Study Outlining Key Trends and Best Practices for Broker-Dealer Firms
Date:   Format:

The Bank of New York Mellon's Pershing Unit Launches Innovative Trust Network
Date:   Format:

The Bank of New York Mellon's Pershing Unit Enhances ValueAlliance Program for Introducing Broker-Dealer and Independent Registered Investment Advisor Customers
Date:   Format:

Zurich Financial Services Group Selects The Bank of New York Mellon's Pershing Unit for Mutual Fund Processing
Date:   Format:

The Bank of New York Mellon's Pershing Unit Introduces Advisor-Driven Unified Managed Account Program
Date:   Format:

The Bank of New York Mellon's Pershing Unit Launches New Order-Entry System for Subscribe Annuity Platform
Date:   Format:

The Bank of New York Mellon's iNautix Unit Launches Innovative Compensation Management Solution for Introducing Broker-Dealer Firms
Date:   Format:

The Bank of New York Mellon's Pershing Unit Adds Four Industry-Leading Fund Companies to Nexus Funds
Date:   Format:

The Bank of New York Mellon?s Pershing Unit Adds Three Leading Insurance Carriers to Subscribe Annuity Platform
Date:   Format:

The Bank of New York Mellon's Pershing Unit Introduces Income Guarantee on Retirement Assets
Date:   Format:

The Bank of New York Mellon's Pershing Unit to Host INSITE 2008 Financial Products and Services Conference
Date:   Format:

The Bank of New York Mellon?s Pershing Advisor Solutions Unit Establishes First Family Office Relationship in the Middle East
Date:   Format:

Bank Gutmann AG and Gutmann KAG select BNY Mellon Asset Servicing for U.S. equity trading services
Date:   Format:

The Bank of New York Mellon's Pershing Unit Appoints Steve Dunlap Managing Director and Chief Operating Officer of Pershing Managed Account Solutions
Date:   Format:

The Bank of New York Mellon's Pershing Unit Launches Innovative ETF Center
Date:   Format:

 

VIEW ALL BY TYPE

For the Investment Professional