Pershing
Press Releases Archive
| Lockwood Advisors, Inc. Offers Financial Professionals Guidance on Driving Growth through Seminars and Event Marketing January 19, 2012 - JERSEY CITY, N.J. — <a target="_blank" href="http://www.lockwoodadvisors.com">Lockwood Advisors, Inc.</a> (Lockwood), an affiliate of <a href="http://xat-www.pershing.inautix.com/index.html">Pershing LLC</a>, a <a target="_blank" href="http://www.bnymellon.com/">BNY Mellon</a> company, today announced the availability of <em>Seminars and Event Marketing: Creative Ideas to Build and Enhance Relationships</em>, 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, <a href="http://xat-www.pershing.inautix.com/assets/whitepapers/Developing_a_Sustainable_Business_and_Succession_Plan.html"><em>Developing a Sustainable Business and Succession Plan: An Independent Advisors Guide</em></a>, 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 <em>'Best Prime Broker— Custodial Solution'</em> 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. — <a target="_blank" href="http://www.albridge.com">Albridge Solutions</a>, an affiliate of <a href="http://xat-www.pershing.inautix.com/index.html">Pershing LLC</a>, a <a target="_blank" href="http://www.bnymellon.com">BNY Mellon</a> 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, <a href="http://xat-www.pershing.inautix.com/assets/guidebooks/Destination_RIA-What_to_Expect_and_How_to_Prepare.html"><em>Destination RIA: What to Expect and How to Prepare</em></a>. 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, <a href="http://xat-www.pershing.inautix.com/assets/whitepapers/Policy_and_Prospects_Are_Governments_Tipping_the_Balance_Toward_Depression.html"><em>Policy and Prospects: Are Governments Tipping the Balance Toward Depression?</em></a>. Available exclusively through <a target="_parent" href="http://www.pershingprimeservices.com">Pershing Prime Services</a>, 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 |
| Research by Pershing Affiliate Albridge Dispels Myths about Global Investment Performance Standards September 20, 2011 - JERSEY CITY, N.J., — Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, today announced the availability of a new whitepaper, <em>The Myth of GIPS: Money-Weighted Return for Client Performance Reporting</em>. Developed in partnership with The Spaulding Group, a recognized leader in investment performance measurement, the whitepaper highlights the common misconceptions associated with the Global Investment Performance Standards (GIPS) — explaining how these measurement standards can end up adversely impacting financial and reporting results by investment firms and potentially misleading clients if not used correctly. |
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