The Asian Banker

Pershing launches online Practice Management Center
Jun 17, 2013

Hollywood, June 6th 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 to access the full array of industry-leading research that Pershing offers.


Re-disseminated by The Asian Banker

Categories: Technology & Operations
Keywords: Pershing

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