Pershing LLC

Type: Company
Name: Pershing LLC
First reported Aug 27 2014 - Updated Aug 27 2014 - 1 reports

Executing Firm Master File Update – Pershing LLC / 9585

Executing Firm Master File Update – Pershing LLC / 9585 ... [Published DTCC - Aug 27 2014]
Entities: Pershing LLC
First reported Aug 26 2014 - Updated Aug 26 2014 - 3 reports

Pershing Study Shows A Gap Exists Between What Advisors Say And What Resonates With Investors

JERSEY CITY, N.J.A unique value proposition answers the critical question "Why should I choose you?", yet according to the survey 60 percent of investors say that many advisors make similar promises, making it difficult to distinguish between them. The ... [Published TheStreet.com - Aug 26 2014]
First reported Aug 26 2014 - Updated Aug 26 2014 - 1 reports

RIGHTS ISSUE: Bank Pundi Eyes IDR200 Billion From Issuing New Shares

JibiphotoJAKARTA - PT Bank Pundi Indonesia Tbk. is targeting 200 billion of fresh capital plan to issue new shares (rights issue) which will be used entirely for business expansion, particularly in the form of lending.As quoted from the prospectus published ... [Published Bisnis Indonesia - Aug 26 2014]
First reported Aug 22 2014 - Updated Aug 22 2014 - 3 reports

AeroCentury Corp. (ACY) Research Update Released

Ideas get bigger when you share them...New York, NY - August 22, 2014 (www.investorideas.com newswire) Taglich Brothers released an updated research report on AeroCentury Corp., (ACY) and reiterated a Speculative Buy rating with the 12-month price target ... [Published IT Business Net - Aug 22 2014]
First reported Aug 20 2014 - Updated Aug 20 2014 - 1 reports

Unsealed Motions Shows How Team Prenda Sought To Hide Money

Back in April, we wrote about a really enraged John Steele (famous for his likely leading role in the Prenda scam) angrily hitting back against a sealed motion for contempt against him, arguing that he was lying and hiding assets in his attempt to ... [Published Techdirt - Aug 20 2014]
First reported Aug 19 2014 - Updated Aug 19 2014 - 1 reports

An RIA innovation co-op is born with Fidelity and Pershing among the founding members

Brooke’s Note: It is a favorite refrain of custody heads — that there is so much more that unifies RIAs and RIA custodians than what divides them. In other words, we don’t need to raid each other’s assets because most of the pie is out there in banker, ... [Published RIABiz - Aug 19 2014]
First reported Aug 14 2014 - Updated Aug 14 2014 - 1 reports

Clearing firms ranked by broker-dealers served

Pershing LLC 1 Pershing Plaza Jersey City, NJ 07399 (201) 413-2000 pershing.com 811 -3.3% Michael B. Row (Managing director) brokerage.info@pershing.com National Financial Services LLC 200 Seaport Blvd. Boston, MA 02210 (877) 262-5950 nationalfinancial.com ... [Published Investment News - Aug 14 2014]
First reported Aug 05 2014 - Updated Aug 06 2014 - 3 reports

Albridge Announces Asset Allocation Reporting Enhancements with Morningstar Data for Seamless Advisor and Investor Presentation

PR NewswireLAWRENCEVILLE, N.J., Aug. 5, 2014LAWRENCEVILLE, N.J.The new capability can employ Morningstar data and client-specific classifications, providing flexibility for multiple presentation views spanning securities, investors, accounts and portfolios. ... [Published Digital Journal - Aug 05 2014]
First reported Jul 31 2014 - Updated Jul 31 2014 - 1 reports

Executing Firm Master File Update – Pershing LLC / 9585

Executing Firm Master File Update – Pershing LLC / 9585 ... [Published DTCC - Jul 31 2014]
Entities: Pershing LLC
First reported Jul 09 2014 - Updated Jul 09 2014 - 1 reports

Pershing Announces the Next Generation of its Block Trading and Rebalancing Tool for Advisor-Directed Programs

JERSEY CITY, N.J., July 9, 2014 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced the next generation of its block trading and rebalancing tool—delivered through its technology platform NetX360®—which offers a series of new capabilities ... [Published PR Newswire: Business Technology - Jul 09 2014]
First reported Jun 04 2014 - Updated Jun 05 2014 - 2 reports

Pershing Launches Alternative Investment Center at INSITE™ 2014, Adding New Capabilities to Existing Alternative Investment Solutions

HOLLYWOOD, Fla., June 4, 2014 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today launched its Alternative Investment Center, the latest addition to an expanding suite of alternative investment solutions, at its INSITE™ 2014 conference in Hollywood, ... [Published PR Newswire: Financial Services - Jun 04 2014]
First reported Jun 05 2014 - Updated Jun 05 2014 - 1 reports

The Most Successful Advisors Adapt to Client Communication Preferences, Pershing Study Says

HOLLYWOOD, Fla., June 5, 2014 /PRNewswire/ -- While most advisors are enjoying greater success than they did a few years ago, many are challenged with how to best communicate with their clients, according to new research released today from Pershing LLC ... [Published PR Newswire: Financial Services - Jun 05 2014]

Quotes

...of the advisor; benefits for the investor; a rational explanation of how the firm's attributes benefit the client; and language that evokes emotion "Developing an effective value proposition can have larger implications on an advisor's overall business than they may realize" says Kim Dellarocca
...roposition can have larger implications on an advisor’s overall business than they may realize," says Kim Dellarocca, managing director at Pershing. "In many instances, the value proposition is the first impression potential clients experience and can be the catalyst for a future relationship. It is also an opportunity for advisors to promote business growth by using language that differentiates themselves and targets their ideal client base by articulating attributes and features that appeal to specific demographics. Of course, the real test is delivering on what you promise."
..." ... Plaintiff's counsel, "stated differently, . . . [has] the burden of establishing clearly, plainly, and unmistakably that compliance is impossible." .... The Court finds that plaintiff's counsel has not met its burden...
"The emphasis on improving workflow, increasing efficiency and staying ahead of our competitors has never been greater than it is now" said Satish Jayanthi

More Content

All (47) | News (31) | Reports (0) | Blogs (13) | Audio/Video (0) | Fact Sheets (0) | Press Releases (3)
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Jeffrey D. Saut Headlines Annual Cantella Confe... [Published PRWeb - 18 hours ago]
Executing Firm Master File Update – Pershing LL... [Published DTCC - Aug 27 2014]
Port St. Lucie Broker Sentenced to 87 Months in... [Published United States Department of Justice - Aug 26 2014]
Pershing Study Shows A Gap Exists Between What ... [Published TheStreet.com - Aug 26 2014]
Pershing Study Shows A Gap Exists between What ... [Published WBAY Green Bay - Aug 26 2014]
Pershing Study Shows A Gap Exists between What ... [Published Pershing - Aug 26 2014]
RIGHTS ISSUE: Bank Pundi Eyes IDR200 Billion Fr... [Published Bisnis Indonesia - Aug 26 2014]
AeroCentury Corp. (ACY) Research Update Released [Published IT Business Net - Aug 22 2014]
Sonic Foundry, Inc. (SOFO) Research Update Rele... [Published IT Business Net - Aug 22 2014]
Air Industries Group, Inc. (AIRI) Research Upda... [Published InvestorIdeas.com - Aug 22 2014]
Unsealed Motions Shows How Team Prenda Sought T... [Published Techdirt - Aug 20 2014]
An RIA innovation co-op is born with Fidelity a... [Published RIABiz - Aug 19 2014]
Clearing firms ranked by broker-dealers served [Published Investment News - Aug 14 2014]
13D Activist Fund Named Category King by The Wa... [Published SearchBug - Aug 07 2014]
Albridge Announces Asset Allocation Reporting E... [Published Digital Journal - Aug 05 2014]
Albridge Announces Asset Allocation Reporting E... [Published TickerTech.com - Aug 05 2014]
Albridge Announces Asset Allocation Reporting E... [Published PR Newswire: Financial Services - Aug 05 2014]
Albridge Announces Asset Allocation Reporting E... [Published Financial Services - Aug 05 2014]
30 in 30: How Advisors Can Capitalize on a $30 ... [Published Pershing - Aug 01 2014]
Executing Firm Master File Update – Pershing LL... [Published DTCC - Jul 31 2014]
SIPC's Brokerage Account 'Insurance' Scam: Take... [Published Forbes.com - Jul 30 2014]
HedgeCoVest "The Hedge Fund Alternative Investm... [Published TickerTech.com - Jul 21 2014]
Pershing Announces the Next Generation of its B... [Published PR Newswire: Business Technology - Jul 09 2014]
Horwitz & Associates Advisor, Jody Zimniewicz, ... [Published PRWeb - Jul 01 2014]
HJ Sims Expands Senior Living Practice with New... [Published PRWeb - Jun 12 2014]
Albridge Announces its New Albridge Wealth Repo... [Published Financial Services - Jun 05 2014]
The Most Successful Advisors Adapt to Client Co... [Published PR Newswire: Financial Services - Jun 05 2014]
Pershing Launches Alternative Investment Center... [Published PR Newswire: Financial Services - Jun 04 2014]
Pershing Launches Alternative Investment Center... [Published Financial Services - Jun 04 2014]
Pershing Launches Integrated, Next-Generation M... [Published PR Newswire: Business Technology - Jun 04 2014]
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Blogs

sort by: Date | Relevance
Unsealed Motions Shows How Team Prenda Sought T... [Published Techdirt - Aug 20 2014]
Back in April, we wrote about a really enraged John Steele (famous for his likely leading role in the Prenda scam) angrily hitting back against a sealed motion for contempt against him, arguing that he was lying and hiding assets in his attempt to ...
Albridge Announces Asset Allocation Reporting E... [Published PR Newswire: Financial Services - Aug 05 2014]
LAWRENCEVILLE, N.J., Aug. 5, 2014 /PRNewswire/ -- Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced asset allocation reporting enhancements with the integration of Morningstar data, providing greater depth and breadth of analytics ...
Pershing Announces the Next Generation of its B... [Published PR Newswire: Business Technology - Jul 09 2014]
JERSEY CITY, N.J., July 9, 2014 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced the next generation of its block trading and rebalancing tool—delivered through its technology platform NetX360®—which offers a series of new capabilities ...
The Most Successful Advisors Adapt to Client Co... [Published PR Newswire: Financial Services - Jun 05 2014]
HOLLYWOOD, Fla., June 5, 2014 /PRNewswire/ -- While most advisors are enjoying greater success than they did a few years ago, many are challenged with how to best communicate with their clients, according to new research released today from Pershing LLC ...
Pershing Launches Alternative Investment Center... [Published PR Newswire: Financial Services - Jun 04 2014]
HOLLYWOOD, Fla., June 4, 2014 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today launched its Alternative Investment Center, the latest addition to an expanding suite of alternative investment solutions, at its INSITE™ 2014 conference in Hollywood, ...
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Press Releases

sort by: Date | Relevance
Albridge Announces Asset Allocation Reporting E... [Published Financial Services - Aug 05 2014]
Albridge Announces its New Albridge Wealth Repo... [Published Financial Services - Jun 05 2014]
Pershing Launches Alternative Investment Center... [Published Financial Services - Jun 04 2014]
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