Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has added 10 new service providers to its ValueAlliance program. These new strategic relationships are designed to help Pershings introducing broker-dealer and independent registered investment advisor (RIA) customers drive growth, optimize human capital and maximize their operational efficiency.
Through ValueAlliance, Pershing provides its customers with preferred pricing and access to a broad array of solutions from an extensive network of third-party firms and consultants to help them grow and manage their businesses. Leveraging each of these providers, Pershing has extended its suite of practice management solutions to bring customers innovative strategies delivered with a hands-on approach. These services and capabilities range from business consulting, practice management and marketing, to compliance and technology solutions.
The ValueAlliance program is available to introducing broker-dealer firms and their investment professionals through Pershing LLC, and to RIAs via Pershings affiliate, Pershing Advisor Solutions LLC. Pershings new strategic relationships include:
Barger Group, developers of ClienTalk, an innovative web-based client survey tool designed to help advisors build more profitable client relationships.
BrokerHunter.com, a leading securities industry career Web site designed to help recruit financial services professionals who may be seeking or researching new opportunities;
Diamond Consulting Group, a firm specializing in consulting services for recruiting, onboarding training and developing investment professionals;
FP Transitions, a leading succession, valuation and transaction consulting firm for financial services practices;
Focus Partners LLC, a firm dedicated to providing customized, forward-looking practice management services including coaching, consulting, marketing collateral and presentation content development;
Gladstone Associates, LLC, a specialized investment banking boutique that provides business transition planning and merger and acquisition services to financial services firms;
Inside Information, a leading information source for advisors that offers insights into the latest trends and innovations in the financial planning profession;
Luxury Attaché, a premier lifestyle management and concierge service that provides an elite clientele with exclusive access privileges and expert time-saving recommendations with exacting attention to
detail;
MarketCounsel LLC, a leading business and regulatory compliance consulting firm dedicated to the needs of investment advisers, as well as its affiliated law firm, the Hamburger Law Firm; and
Stark & Stark, a full service law firm that provides a wide range of compliance, strategic counseling and advisory solutions.
The addition of these new ValueAlliance relationships further enhances Pershings practice management programalready one of the most comprehensive in the financial services industryknown for helping
introducing broker-dealer firms, investment professionals and RIAs manage the critical factors relating to the growth and development of their businesses.
We are committed to providing our introducing broker-dealer and RIA customers with access to a wide range of valuable resources to help them address every aspect of managing and growing their businesses. These new ValueAlliance relationships expand our suite of holistic practice management offerings and provide our customers with a broader choice of actionable solutions to help them meet their strategic business objectives, says Brian T. Shea, president and COO, Pershing LLC.