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

Nov 22, 2010

CNN's Paul Begala, The Spectrem Group and PIMCO Headlining Events in Atlanta, Seattle and Boston

JERSEY CITY, N.J., November 22, 2010 — Pershing Advisor Solutions LLC, a BNY Mellon company, announced today a series of Practice Management Forums designed to help investment professionals, registered investment advisors (RIAs) and dually-registered advisors navigate through economic, regulatory and market challenges while providing a 360 degree view of their businesses.

The Practice Management Forums, which will be held in Atlanta, Georgia on November 30, 2010; Seattle, Washington on December 2, 2010; and Boston, Massachusetts on December 7, 2010, will feature presentations from prominent industry leaders and speakers including:

  • Paul Begala, Political Analyst and CNN Commentator, who will discuss the 2010 midterm election results and what they mean to both investors and the U.S.;
  • George Walper, President of Spectrem Group, who will share exclusive data on the changing expectations and attitudes of high-net-worth clients and the implications for financial professionals;  
  • Mark McCray, Executive Vice President of PIMCO, who will address portfolio challenges during periods of high volatility and low growth; and  
  • A panel of CEOs from leading financial services companies, who will offer insights about the current economic and regulatory environment, including Dodd-Frank legislation and the impact on global markets.

"Our Practice Management Forums, featuring timely insight on the trends and developments shaping advisory firms, underscore Pershing Advisor Solutions' commitment to helping RIAs and dually-registered advisors grow their business," said Kim Dellarocca, director in global marketing at Pershing. "In addition to hearing from industry leading experts, attendees will also have an opportunity to network and share knowledge and best practices with their peers."

The series is open to all pre-registered investment professionals. To register online or for additional information, please visit www.pershing.com/ria/practice_management/forums/index.html.

Pershing Advisor Solutions LLC (member FINRA/SIPC) is an affiliate of Pershing LLC and a leading custodian to independent registered investment advisors and dually registered advisors working in conjunction with many of Pershing LLC's introducing broker-dealer customers. Pershing LLC, a BNY Mellon company, is committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Through an innovative custody platform, Pershing Advisor Solutions delivers superior expertise and scalable and customizable solutions to help independent registered investment advisors manage and grow their businesses. Additional information is available at www.pershingadvisorsolutions.com.

Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Located in 21 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Börse, the Irish Stock Exchange and the London Stock Exchange.  Pershing LLC is a BNY Mellon company. Additional information is available at www.pershing.com.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets.  BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team.  It has $24.4 trillion in assets under custody and administration and $1.14 trillion in assets under management, services $12.0 trillion in outstanding debt and processes global payments averaging $1.6 trillion per day.  BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.  Additional information is available at www.bnymellon.com.