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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.

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