Apr 26, 2010
JERSEY CITY, N.J., April 26, 2010 — Pershing LLC, a BNY Mellon company, will highlight new developments in global investing and technology and key trends shaping the broker-dealer and independent registered investment advisor (RIA) marketplace at its annual financial solutions conference. INSITE™ 2010 will be held in Hollywood, Florida from June 9-11 and will feature innovative capabilities designed to help investment professionals, RIAs and dually-registered advisors prepare for the growing financial needs of their clients.
INSITE™ 2010 will feature dynamic presentations from respected industry leaders and renowned speakers including:
Conference attendees will be able to participate in a broad array of seminars and track-specific breakout sessions designed to expand their knowledge of the industry and develop strategies to grow their businesses. Discussions will include:
Attendees will also have the opportunity to hear comprehensive updates directly from Pershing's senior management team covering the areas of Pershing's business that may affect their own business such as, broker-dealer solutions, global solutions, managed account solutions, RIA solutions, retirement planning solutions and technology solutions. As an added benefit, conference participants will be able to earn Certified Financial Planner Board of Standards (CFP® Board), CFA Institute and Investment Management Consultants Association (IMCA) continuing education credits.
Caroline O'Connell, managing director of marketing, corporate communications and planning and product management at Pershing LLC, said, "Our annual INSITE conference is an outstanding opportunity for investment professionals and RIAs to learn about critical issues impacting their businesses, and the latest trends and developments shaping the global capital markets and brokerage and advisory industry. We are confident this year's agenda will continue to carry on the tradition of providing our customers with important insights on how to grow and manage their businesses and enhance their client relationships."
INSITE 2010 is expected to attract over 1,000 attendees, including investment professionals, independent registered investment advisors, dually-registered advisors and senior-level product and marketing executives. It will be held at The Westin Diplomat. For additional information and to register online, please visit www.INSITE2010.com.
Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Located in 20 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange. Pershing LLC is a BNY Mellon company. Additional information is available at www.pershing.com.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 34 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has $22.4 trillion in assets under custody and administration, $1.1 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.5 trillion per day. Additional information is available at www.bnymellon.com.