BNY Mellon

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  A Guru, a President and Pershing Execs Talk Tech and Leadership: Insite Recap

  By James J. Green, AdvisorOne  |  June 11, 2012

  A look at the highlights of the Pershing Insite 2012 conference, focusing on leadership and strategy, from Bill Clinton to Pershing CEO Brian Shea, from leadership guru Deepak Chopra to advisor guru Mark Tibergien.

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  Pershing Co-CIO Announces 3 Big Technology Initiatives

  By James J. Green, AdvisorOne  |  June 8, 2012

  Lucille Mayer steps into Suresh Kumar’s shoes and touts NetX360 for end clients, next-gen managed accounts and complete business solutions.

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  BNY Mellon’s Pershing Fees Help Bank Offset Forex Woes

  By Joyce Hanson, AdvisorOne  |  April 19, 2012

  Higher Q1 2012 clearing services fees at the BNY Mellon unit that includes Pershing Advisor Services helped the bank offset lower trading volumes as the bank fights a number of forex lawsuits.

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  Wirehouses Lose Top Spot in HNW Market for First Time

  By Gil Weinreich, AdvisorOne  |  March 29, 2012

  Wirehouse firms are getting hammered from every direction in the competition to attract high-net-worth investors, a report from the financial services industry research firm Cerulli says.

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  BNY Mellon’s Hoey Sees ‘Global Growth Recession’ for 2012

  By Joyce Hanson, AdvisorOne  |  March 1, 2012

  The world’s markets will see a "global growth recession" as economies tend toward monetary easing and low interest rates that aren't yet inflationary, says BNY Mellon's Richard Hoey.

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  Pershing Parent BNY Mellon Settles Probe for $1.3 Million

  By John Sullivan, AdvisorOne  |  December 22, 2011

  The investigation dealt specifically with one of the company's subsidiaries, Mellon Financial Markets (now BNY Mellon Capital Markets).

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  New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers

  By Marlene Y. Satter, AdvisorOne  |  December 8, 2011

  This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.

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  Wealthcare Welcomes Len Reinhart to Board

  By Marlene Y. Satter, AdvisorOne  |  October 25, 2011

  Wealthcare Capital Management announced Tuesday that Len Reinhart, the former president and founder of the Lockwood family of companies, will join the firm’s board of directors.

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  Q3 Earnings: BNY Mellon’s Pershing Unit Does Better Than Bank

  By Joyce Hanson, AdvisorOne  |  October 19, 2011

  Pershing Advisor Services, the RIA custody and BD clearing business of Bank of New York Mellon, outperformed its parent in Q3 2011, reporting a year-over-year rise in profits of 17.9% versus profits of just 4.7% for the larger bank.

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  Ex-Lockwood Execs Form Palladiem to Compete in SMA Market

  By James J. Green, AdvisorOne  |  September 6, 2011

  Lockwood Co-Founder Robinson to head new company, bringing with him top managers from the Pershing affiliate.