Pershing’s ‘ValueAlliance’ program will enhance Pershing’s services and capabilities range to its customers from business consulting, practice management and marketing, to compliance and technology solutions. It is designed to help Pershing’s introducing broker-dealer and independent registered investment advisor (RIA) customers drive growth, optimize human capital, productivity and maximize their operational efficiency. Additionally, these solution providers support advisors in transition who are in the process of exploring alternative affiliation models.
Further, it also offers access to legal counsel, compliance and process consulting, start-up support, resources and tools for advisors in transition.
Brian T. Shea, President and Chief Operating Officer of Pershing, said: We are committed to providing introducing broker-dealers, RIAs and advisors in transition with access to an expansive array of valuable resources to help them address every aspect of managing and growing their businesses. These new ValueAlliance relationships help to further 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.”
ValueAlliance is available through Pershing and to RIAs via Pershing’s affiliate, Pershing Advisor Solutions.
