Pershing, a BNY Mellon company, has unveiled its new practice management center, a comprehensive resource that offers Pershing’s clients practice management-related content in one central location.
In response to client demand, advisers 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.
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Head of global marketing at Pershing, Maureen Duff, said: "The goal of the practice management center is to give advisers a resource that answers their most pressing practice management questions. 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, advisers will now be able to 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 advisers zero in on the resources that are most relevant to their situation.
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