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Press Releases

TypeDateTitle
2016November 2, 2016BNY Mellon’s Albridge, an Affiliate of Pershing, Develops Integrated Technology Solutions to Help Clients Adapt to an Unprecedented Rate of Industry Change
2016April 6, 2016Albridge, an affiliate of BNY Mellon's Pershing, Honored With Four Stevie® Awards for Superior Customer Service
2016September 20, 2016Albridge, an Affiliate of BNY Mellon’s Pershing, Announces the Winners of the 2016 Albridge Data Excellence Awards
2016February 4, 2016BNY Mellon Announces Lisa Dolly as the Next Chief Executive Officer of Pershing LLC
2016June 28, 2016BNY Mellon's Pershing Expands its Retirement Plan Network by Adding Five New Recordkeepers
2016February 9, 2016BNY Mellon's Pershing Appoints Industry Veteran Lori Hardwick as Chief Operating Officer
2016February 11, 2016BNY Mellon's Pershing Introduces Additional Capabilities Enabling Clients to Transform Big Data Into Big Insights
2016February 16, 2016BNY Mellon's Pershing Introduces New Independent Recordkeepers to Growing Retirement Plan Network
2016February 23, 2016BNY Mellon's Pershing Study Finds Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients
2016September 28, 2016BNY Mellon's Pershing Survey Finds Baby Boomers Biggest Users of ETFs
2016April 5, 2016BNY Mellon’s Pershing Wins 2016 BISA Technology Innovation Award
2016July 11, 2016BNY Mellon's Pershing CEO Lisa Dolly Named One of "The 50 Most Influential Women in Private Wealth" by Private Asset Management Magazine
2016June 8, 2016BNY Mellon’s Pershing Adds AltX Hedge Fund Intelligence Platform to its Alternative Investment Center
2016September 12, 2016Pershing Adds Mesirow Financial to its Retirement Plan Network to Expand Fiduciary Offerings
2016December 20, 2016BNY Mellon's Pershing Advisor Solutions CEO Mark Tibergien Honored as One of InvestmentNews' Icons and Innovators
2016April 27, 2016BNY Mellon’s Pershing Announces INSITE 2016 Agenda to Help Clients Position Themselves for Growth, Navigate New Regulation, Build Strategic Relationships and Boost Efficiency
2016November 22, 2016BNY Mellon's Pershing CEO Lisa Dolly and COO Lori Hardwick Recognized by InvestmentNews as Women to Watch
2016March 28, 2016BNY Mellon’s austensmasonry.commissions Aite Whitepaper that Finds Digitally-Enabled Advisor Practices Grow Assets More Quickly than Other Advisor Practices
2016November 1, 2016BNY Mellon’s Pershing Enhances its Lockwood Managed360™ Solution as it Reaches $100 Million Milestone
2016November 28, 2016BNY Mellon’s Pershing Launches BMO® Gold Deposit Receipts Solution for Clients Servicing the High-Net-Worth and Ultra High-Net-Worth Market
2016June 8, 2016BNY Mellon’s Pershing Launches New Solutions and Resources to Help Firms Comply with the DOL Conflict of Interest Rule
2016March 1, 2016BNY Mellon's Pershing Launches Two-Part Series on Fiduciary Practices and Conflicts of Interest for Broker-Dealers and Hybrid Firms
2016August 29, 2016Pershing Offers New Mutual Fund and ETF Solutions for Emerging and Mass-affluent Investors
2016December 14, 2016For Third Consecutive Year, BNY Mellon's Pershing Prime Services Unit Named “Best Prime Broker—Innovation” by HFM US Services Award
2016June 7, 2016BNY Mellon’s Pershing Unveils New Technology Capabilities that Enable Firms to Define Their Own Digital Wealth Management Experience
2016December 13, 2016Profound Changes in the Wealth Advisory Business Require Firms to Embrace a New Approach to Building an Enduring Business
2015August 3, 2015Albridge Announces the Integration of Albridge Wealth Reporting into LPL's Vendor Affinity Program
2015October 5, 2015Albridge Augments Data Aggregating Capabilities by Integrating Morningstar ByAllAccounts Service into its Albridge Wealth Reporting Platform
2015October 6, 2015Albridge Introduces New Data Quality Benchmark to Increase Transparency Across the Industry
2015June 4, 2015Alternative Investments Diversify Portfolios but Some Advisors Still Wary Pershing Study Finds
2015October 26, 2015BNY Mellon's Pershing’s Report Uncovers What Advisors Need to Be Aware of When Assessing the True Cost of ETF Ownership
2015September 22, 2015BNY Mellon's Pershing Enhances its Retirement Plan Network with the Addition of Third-Party Model Providers
2015November 12, 2015BNY Mellon's Pershing Prime Services Unit Named Best Prime Broker—Innovation by HFM U.S. Services Award for Second Consecutive Year
2015August 24, 2015BNY Mellon's Pershing Study: Broker-Dealers Need to Rethink Their Strategies In Order To Attract and Retain Top Clients
2015December 14, 2015Employee Advisors Outnumber Owners, But Compensation Remains Unchanged at Advisory Firms, According to Study From InvestmentNews and BNY Mellon’s Pershing
2015March 5, 2015Financial Services Industry Falls Short in Serving Women Investors on What Matters Most to Them Pershing Study Says
2015February 11, 2015Lockwood Whitepaper Suggests Objectives-Based Investing May Help Investors Better Achieve Financial Goals and Enhance the Advisor-Investor Relationship
2015May 5, 2015M&A Activity Among RIA Firms Remains Steady but Aligning Strategic Objectives More Important Than Ever, Pershing Report Says
2015February 12, 2015Pershing Advisor Solutions Presented Private Banking – Innovation Award by Private Asset Magazine
2015June 3, 2015Pershing Implements Multi-faceted Digital Enablement Strategy to Help Advisors Embrace the Digital Revolution
2015June 3, 2015Pershing Introduces Managed360 to Help Advisors Efficiently Grow Their Managed Accounts Business
2015May 18, 2015Pershing Introduces the Subscribe® Annuity Analytics Dashboard to Drive More Efficient Monitoring of Annuity Contracts and Purchases
2015January 20, 2015Pershing Launches Retirement Plan Network to Help Advisors Establish and Grow Business in the $6.6 Trillion Defined Contribution Market
2015June 4, 2015Pershing Leverages Big Data Analytics to Deliver the OpportunityView Solution to its Clients
2015March 26, 2015Pershing Prime Services Shares Key Insights for Alternative Fund Managers Looking to Defined Contribution Plans as a Growth Opportunity
2015June 3, 2015Threat or Opportunity? BNY Mellon’s Pershing Study Finds Advisors Split on the Impact of Robo-Advisors
2015February 25, 2015Pershing Study: Rise of Super-Ensembles Signals a Profound Shift in the Advisory Industry, Forcing Firms to Reassess Growth Strategies
2015April 15, 2015Pershing’s INSITE 2015 to Address the Dramatically Shifting Business Landscape For Advisors and the Broker-Dealer Community
2017September 15, 2017Albridge, an Affiliate of BNY Mellon’s Pershing, Announces the 2017 Albridge Data Excellence Awards and Showcases New Data-Driven Industry Solutions
2017September 5, 2017Advisors: When is the right time to speak with senior investors about financial security?
2017February 16, 2017BNY Mellon’s Albridge Begins the Rollout of Its Fully Redesigned Albridge Wealth Reporting™ Platform
2017February 28, 2017BNY Mellon's Albridge Honored with Five Stevie® Awards at its 11th Annual Gala for Sales & Customer Service
2017January 12, 2017BNY Mellon’s Albridge, an Affiliate of Pershing, Opens New Office in Pennington, New Jersey
2017March 23, 2017BNY Mellon's Albridge Powers Newly Independent RIA
2017March 9, 2017BNY Mellon’s Albridge Wins 2017 BISA Technology Innovation Award
2017November 28, 2017Survey Reveals Financial Services Industry Slow to Adopt Growth-Driving Initiatives
2017December 14, 2017Advisors: Do your high-net-worth clients’ charitable contributions build a family legacy?
2017May 2, 2017INSITE 2017 Announces Its Conference Agenda; Brings Leading Financial Services Industry Conference to the West Coast
2017June 14, 2017BNY Mellon’s Lockwood Launches New Investment Solution with American Funds at the Core
2017June 15, 2017Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency
2017August 30, 2017BNY Mellon's Pershing Appoints Jim Crowley as Chief Operating Officer
2017November 6, 2017BNY Mellon’s Pershing Expands Its Suite of Philanthropic Solutions
2017April 27, 2017BNY Mellon’s Pershing Expands Third-Party Model Providers Available on Managed Accounts Solution
2017December 4, 2017BNY Mellon’s Pershing Honored at Global Custodian’s 2017 Industry Leaders Awards
2017April 6, 2017BNY Mellon’s Pershing Issues Statement on the Department of Labor Rule Delay; Reaffirms Commitment to Supporting Clients Through Regulatory Uncertainty
2017June 14, 2017BNY Mellon’s Pershing Launches Its Integrated Wealth Experience
2017June 15, 2017BNY Mellon’s Pershing Launches No-Transaction-Fee ETF Platform; Introduces FundVest® ETF
2017May 12, 2017BNY Mellon’s Pershing Limited Wins WealthBriefing European Awards for Best Global Custodian and Best Outsourcing Solution
2017October 26, 2017BNY Mellon's Pershing Named “Best Prime Broker—Innovation” for Fourth Consecutive Year
2017April 13, 2017BNY Mellon’s Pershing Receives Financial Capability Innovation Award from Education Technology Innovator, EverFi
2017January 19, 2017BNY Mellon’s Pershing Sponsors FSI OneVoice for the Fifth Consecutive Year
2017February 17, 2017BNY Mellon's Pershing Wins Private Asset Management Magazine Award for Best New High-Net-Worth (HNW) Product
2017October 12, 2017BNY Mellon's Pershing Wins Two Awards at the WealthManagement.com 2017 Executive Forum
2018February 28, 2018BNY Mellon's Albridge Honored with Six Stevie® Awards
2018November 1, 2018BNY Mellon’s Albridge Named Customer Contact Big Kahuna Award Winner by Frost & Sullivan
2018March 9, 2018BNY Mellon’s Albridge Wins 2018 BISA Technology Innovation Award
2018March 15, 2018BNY Mellon’s Albridge Wins Family Wealth Report Award for Best Compliance Technology
2018July 16, 2018As Volatility Returns, Many Advisors Consider Alternative Investments: New Whitepaper by BNY Mellon’s Pershing
2018April 10, 2018Elite Advisory Firms Not Feeling the Pressure to Reduce Fees: New Poll by BNY Mellon’s Pershing Advisor Solutions
2018May 24, 2018Four Reasons Why Wealth Transfer Fails and How Advisors Can Help
2018December 12, 2018Independent Financial Partners Selects Albridge Wealth Reporting for Its Advisors
2018May 3, 2018INSITE 2018 Announces Its Conference Agenda; Convenes Leading Experts, Thinkers and Business Leaders
2018April 9, 2018BNY Mellon’s Lockwood Issues First Quarter Investment Insights
2018October 10, 2018Tighter Monetary Policy Likely to Shape the Markets Through 2018 and Beyond
2018July 11, 2018BNY Mellon’s Lockwood Advisors Outlines Key Considerations for Investors in the Third Quarter
2018September 26, 2018BNY Mellon’s Lockwood Nearly Doubles the Number of Strategists on the Managed360® Program
2018October 24, 2018Majority of Investors Think All Advisors Make the Same Promises: Study by BNY Mellon’s Pershing
2018June 7, 2018 Mutual Fund Inflows Increase Significantly in 2018: BNY Mellon’s Pershing
2018October 2, 2018New Study Finds Registered Investment Advisors Enjoying Higher Revenue, But Growth May Be Vulnerable to Market Changes
2018May 9, 2018BNY Mellon’s Pershing Adds Capital First Trust Company to Its Trust Network
2018October 31, 2018BNY Mellon’s Pershing Advisor Solutions Launches Managed Accounts Solution for RIAs
2018May 22, 2018BNY Mellon’s Pershing Advisor Solutions Selected as Custodial Partner by Newly Launched Dakota Wealth Management
2018April 16, 2018BNY Mellon’s Pershing Launches New Retirement Plan Oversight Tool
2018February 19, 2018BNY Mellon’s Pershing Limited assets under custody grew by over 20% in 2017
2018September 26, 2018BNY Mellon’s Pershing Limited Wins Best Strategic Platform Partner Award at Schroder’s UK Platform Awards
2018June 6, 2018BNY Mellon’s Pershing Says Technology Solutions Must Deliver the Best Client Experience Across the Wealth Management Landscape
2018June 6, 2018RIA Assets on BNY Mellon’s Pershing Platform Cross the $600B Mark
2019November 20, 2019Advisory Firms Continue to Experience Steady Revenue Growth Despite Stagnant Compensation and Productivity
2019June 6, 2019Five Ways Securities-Based Lending Unlocks Opportunities for Advisors and Clients
2019January 29, 2019Jim Crowley Appointed to the Board of the Financial Services Institute
2019January 14, 2019Near-Term Pessimism Driving Markets, But Many Ingredients For A Rally Still Present
2019October 9, 2019Markets Highly Dependent on Binary Outcomes Resulting from Political Negotiations
2019April 9, 2019Markets Looking Past Global Growth Concerns on Hopes of More Record Highs
2019July 18, 2019Markets Looking Past June Performance to Clarity on Economic Data, Fed’s Next Move
2019October 8, 2019Money in Motion Analytics Now Available on BNY Mellon’s Pershing Platform
2019April 30, 2019Creating a better client experience is the highest priority for the nation’s premier advisory firms: The 2019 Elite Advisor Poll
2019May 8, 2019BNY Mellon's Pershing Appoints James ('Jim') T. Crowley Chief Executive Officer; Lisa Dolly is Appointed Chairman of Pershing Group LLC as Part of Leadership Transition
2019February 6, 2019BNY Mellon’s Pershing Climbs to the Top Spot for Brokerage Statements
2019June 3, 2019BNY Mellon’s Pershing Debuts Enhanced Subscribe Annuity Platform; Announces Plans to Integrate Subscribe into Its Managed Accounts Offering
2019June 13, 2019BNY Mellon’s Pershing Deepens Technology Consulting Capabilities
2019June 12, 2019BNY Mellon’s Pershing Expands Offerings in the Latin American Market
2019January 31, 2019BNY Mellon’s Pershing Increases Investment in the Advisory Experience
2019December 11, 2019BNY Mellon’s Pershing Launches Fee-Based Annuities in Its Managed Accounts Solution
2019December 2, 2019BNY Mellon’s Pershing Limited strengthens business development team in EMEA
2019April 12, 2019BNY Mellon’s Pershing Limited Wins Best Global Custodian to Private Client Businesses Award at the WealthBriefing European Awards 2019
2019April 25, 2019BNY Mellon's Pershing Receives InvestmentNews Innovation Award for Practice Management
2019May 14, 2019BNY Mellon’s Pershing Reimagines INSITE, Its Flagship Event, Announces 2019 Agenda
2019June 13, 2019BNY Mellon’s Pershing Releases 2019 Asset Flows Barometer
2019June 12, 2019BNY Mellon’s Pershing Unveils a Series of Initiatives to Accelerate Digital Transformation
2019October 14, 2019BNY Mellon’s Pershing Unveils New, Centralized Portal for Investment Managers
2019February 7, 2019BNY Mellon's Pershing Wins Private Asset Management Award
2019April 2, 2019Sanlam appoints BNY Mellon’s Pershing to provide trading, custody, and books and records to support its next phase of growth
2019April 10, 2019For the third year in a row, hiring and developing talent is the top business challenge for elite advisory firms: The 2019 Elite Advisor Poll
2020May 19, 2020BNY Mellon’s Pershing Limited expands equities trading services capabilities to meet growing industry demand
2020March 3, 2020BNY Mellon's Pershing Names Ben Harrison the New Head of RIA Custody Business
2020February 28, 2020BNY Mellon’s Pershing Tops Brokerage Statement Best Practices List for Second Year in a Row
2020March 5, 2020BNY Mellon's Pershing Unveils Subscription Pricing for RIA Custody, Brings More Choice to Advisors

For press releases prior to 2012, please contact public.relations@austensmasonry.com.

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