Pershing, a BNY Mellon company, is expanding its retirement resources to help broker-dealers, investment professionals, and registered investment advisors (RIAs) drive growth and capture more market share. The centerpiece of Pershing's effort is a website dedicated to providing financial professionals with educational content, tools and comprehensive strategies to help them grow their retirement businesses.

According to a recent study by Pershing titled The Secret Knock: Unlocking the Retirement Opportunity, helping affluent clients plan their retirement allows investment professionals and RIAs to make up to 50 percent more from the client relationship. The movement of retirement funds each year in the form of IRA rollovers, IRA transfers, and transfers of taxable money earmarked for retirement is estimated to be $303 billion.

Pershing's website provides insights for financial professionals on how to grow their retirement businesses as well as the tools and marketing materials to engage clients based on specific retirement product needs.

Continue Reading for Free

Register and gain access to:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.