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The Race for Top TalentUncovers the motivation behind the loyalty of investment professionals and provides best practices to attract and retain talented investment professionals. Business: Pershing
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Talent Acquisition: Strategies for Competing with the WirehousesLearn strategies and best practices to address your human capital challenges in order to compete effectively with the wirehouses for top talent. Business: Pershing
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Real Deals 2009: Definitive Information on Mergers and Acquisitions for AdvisorsA new independent study published by Pershing Advisor Solutions and FA Insight finds that while merger and acquisition activity slowed during the economic downturn, transactions among independent registered investment advisory firms are poised for resurgence. Business: Pershing
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Mission Possible II: The Link Between Operational Efficiency and Human CapitalLearn about the operational risks facing the advisory industry and the critical role human capital plays in helping to manage these risks in Mission Possible II: The Link Between Operational Efficiency and Human Capital. Business: Pershing
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Transparency and Liquidity: The Growth of Separately Managed Accounts in the Hedge Fund IndustryIn the wake of the 2008 financial crisis, many investors shied away from traditional pooled funds, concerned by both the opacity of their positions and the limitations on their liquidity. That is why separately managed accounts (SMAs) have emerged as an increasingly popular hedge fund structure.
In collaboration with: Greenwich Associates |
Creating Growth: The Increased Use of Social Media by Independent AdvisorsBased on a survey of advisors representing a wide range of demographic profiles, revenue structures and firm sizes, this paper explores the business impact of social media. Its findings reveal widespread use of these new networking tools, as well as some potential obstacles to broader adoption.
In collaboration with: Aite |
Creating Growth: Tuck Ins, Breakaways and Advisor Recruiting StrategiesThis study highlights the tremendous growth opportunity that transitioning advisors represent for existing RIA firms. Developed in partnership with FA Insight, the report provides information on the current state of the market and the strategic opportunity in recruiting wirehouse affiliated advisors as well as guidance on how to develop a recruiting strategy and effectively onboard and integrate advisors into your business.
In collaboration with: FA Insight |
European Equities - Advent of the Virtual Investment BankThis independent study published by Pershing Limited and Investance UK investigates the changing service provider landscape and considers the impact these changes and the tightening regulatory climate will have on the European investment banking industry.
In collaboration with: Investance |
Creating Growth: The Rewards and Challenges of the Multi-Location ModelMultiple-office firms stretching across geographical locations have become increasingly common with 50% of the country's top 50 wealth managers now maintaining offices in multiple locations, according to FA Insight. This recent study by Pershing Advisor Solutions, provides registered investment advisor (RIA) firms with in-depth research and guidance on how they can expand by establishing or acquiring offices in different markets. Business: Pershing
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European Equities - Advent of the Virtual Investment BankA new independent study published by Pershing Limited and Investance UK investigates the changing service provider landscape and considers the impact these changes and the tightening regulatory climate will have on the European investment banking industry. The white paper offers an in-depth analysis of the drivers for outsourcing different components of the investment banking supply chain, with particular emphasis on research, execution and post trade services.
In collaboration with: Investance |
