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Pershing Launches Online Practice Management Center for Advisors

Jun 6, 2013

New Resource to Serve as a One-Stop Site to Help Advisors Better Manage and Grow Their Business

HOLLYWOOD, Fla., June 6, 2013 — Pershing LLC, a BNY Mellon company, today unveiled its new Practice Management Center, a comprehensive resource that offers Pershing's clients practice management-related content in one user-friendly, central location. In response to client demand, advisors will now have quick access to all of Pershing's family of practice management materials, including more than 100 pieces of thought leadership, whitepapers, guidebooks and interactive tools on-demand.

"The goal of the Practice Management Center is to give advisors a resource that answers their most pressing practice management questions," said Maureen Duff, head of global marketing at Pershing. "Through the Practice Management Center, Pershing's clients can access a broad spectrum of information, tools and research that will help them evaluate all aspects of business development, better understand regulatory mandates and grow their business."

With the development of the Practice Management Center, advisors will now be able to efficiently research content specifically relevant to their business. All related information will be grouped within each of Pershing's practice management pillars: growth, human capital, operational efficiency and managing risk. Each will also be assigned to a topic, helping advisors zero in on the resources that are most relevant to their situation. A sampling of content available on the site includes:

  • Business Development and Planning - Becoming a Stronger Wealth Manager
  • Recruitment and Retention - The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors
  • Platform and Workflow - Mission Possible III: Strategies to Sustain Growth in Challenging Times
  • Compliance and Supervisory Guidelines - Effective Sales Supervision and Compliance

The value of practice management has become more important than ever as advisors take on a greater role in managing their own business. Pershing aims to continue to be a leader in providing actionable research and advice to the industry to meet advisors' demand for practice management expertise. To explore Pershing's Practice Management Center, clients or visitors can visit www.practicemanagementcenter.com to access the full array of industry-leading research that Pershing offers. 

INSITE™ 2013 attracts more than 2,300 attendees, including investment professionals, independent RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives. It is held at The Westin Diplomat, Hollywood, Florida. For additional information, visit www.INSITE2013.com.

To keep up-to-date on INSITE 2013 and to join the conversation on the issues that will be discussed, follow us on Twitter @Pershing and use hashtag #INSITE2013.

Pershing and its affiliates provide global financial business solutions to over 1,600 financial organizations, broker-dealers, registered investment advisory firms, advisors, fund managers and asset managers who represent over 5.6 million active accounts. Located in 23 offices worldwide, Pershing delivers 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, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on pershing.com, or follow us on Twitter @Pershing.

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 36 countries and more than 100 markets. As of March 31, 2013, BNY Mellon had $26.3 trillion in assets under custody and/or administration, and $1.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.