Browsing Tag
Pershing LLC
5 posts
Technology Key to Better Client Experience
Top RIA firms know they need to invest more in technology in order to create a better client…
May 1, 2019
Pershing Launches 401k Plan Oversight Tool
On Monday, BNY Mellon’s Pershing today announced the launch of a new solution to help firms and plan…
April 18, 2018
ETFs Continue their Climb, But When Will they Hit 401ks?
While more than two-thirds of advisors expect to increase their use of exchange traded funds (ETF) in the…
October 28, 2016
Pershing to Offer New ‘Fiduciary Friendly’ Funds
Clearing and custody heavyweight Pershing announced Monday that it will offer new mutual funds and exchange-traded funds (ETF)…
August 30, 2016
Pershing on a 401(k) Recordkeeping Roundup
Pershing LLC has doubled the number of 401k recordkeepers on its Retirement Plan Network in the past year, adding…
June 28, 2016