Pershing LLC

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  IRA Rollovers of $303 Billion Can Be Targeted: Pershing Retirement Study

  By John Sullivan, AdvisorOne  |  December 1, 2010

  Key driver for conducting the study was pressure advisors are under to find new areas of business growth.

• Pershing Study: SMAs Can Help Hedge Funds Gather Assets

  By Kathleen McBride, AdvisorOne  |  October 8, 2010

  Hedge funds that offer separately managed accounts (SMAs) may be more attractive to investors, according to a study from BNY Mellon's Pershing LLC.

• Pershing INSITE Conference to Feature Hank Paulson, Moshe Milevsky, Jeremy Siegel

  By John Sullivan, AdvisorOne  |  July 27, 2010

• RBC Is Not Pershing

  By James J. Green, AdvisorOne  |  July 1, 2010

  If truth be told, when Michael Kavanagh of RBC Advisor Services talks about "RBC's commitment to helping third party RIAs deliver the sophisticated solutions that...

• Pershing's Mobile Apps

  By James J. Green, AdvisorOne  |  July 1, 2010

  When cio suresh Kumar talks about Pershing LLC's NetX360 platform that just celebrated its one-year anniversary, he's understandably excited about the 70% adoption rate among...

• Catching up with Richard Brueckner

  By James J. Green, AdvisorOne  |  July 1, 2010

  Pershing LLC Chairman and CEO Richard Brueckner, COO Brian Shea, and Managing Director Frank La Salla sat down with Investment Advisor Group Editor-in-Chief and John...

• For Pershing's Kumar, Mobile Apps Are the Future Now for Advisors

  By James J. Green, AdvisorOne  |  June 14, 2010

  When Pershing's chief information officer, Suresh Kumar, talks about Pershing LLC's NetX360 platform that just celebrated its one-year anniversary, he's understandably excited about the 70% adoption rate of NetX360.

• At Pershing Insite Conference, CEO Brueckner Talks Strategy in a Tough Environment

  By John Sullivan, AdvisorOne  |  June 11, 2010

  Regulating 'in a silo' not effective in increasingly connected world

• At Pershing Insite Conference, Tibergien Makes the Case for PAS

  By James J. Green, AdvisorOne  |  June 10, 2010

  In the two-and-a-half years since he became CEO of Pershing Advisor Solutions (PAS), the custody arm of Pershing LLC, part of Bank of New York/Mellon, Mark Tibergien said there had been an increase in staff and customer service.

• Pershing Insite Conference to Feature Hank Paulson, Moshe Milevsky, Jeremy Siegel

  By John Sullivan, AdvisorOne  |  June 8, 2010

  Practice management "reinvention" is the theme for 2010, a message Pershing, LLC. plans to convey at its annual INSITE conference in Hollywood, Florida, June 9-11.