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Caroline O'Connell, managing director of global marketing, planning and product solutions at Pershing LLC

BNY Mellon’s Pershing unit enhances ValueAlliance program


Pershing LLC, a BNY Mellon company, has added more than 20 new providers to its ValueAlliance program. ValueAlliance offers Pershing’s introducing broker-dealer, independent registered investment advisor (RIA) and hedge fund customers preferred pricing and access to solutions from a network of third-party firms and consultants.

ValueAlliance program providers represent a broad range of services and solutions to address firm challenges pertaining to human capital, long-term succession planning, marketing, compliance, insurance services, finance and mergers and acquisitions.

"The ValueAlliance program complements Pershing’s practice management program, and this expanded network of providers enhances our customers’ access to solutions, tools and resources that can drive growth," says Caroline O’Connell (pictured), managing director of global marketing, planning and product solutions at Pershing LLC. "In an industry that is becoming increasingly complex, firm principals and management need access to leading providers they can rely on for sound guidance and effective solutions."

Designed to help firms drive growth, optimize human capital, maximize operational efficiency and manage risk, the ValueAlliance program now totals 66 providers; including the following new additions.

Cannon Financial Institute’s Certified Wealth Strategist® program, a certification designed to support those advisors helping affluent and high-net-worth clients to address the wealth management issues that impact their personal and family lives
Evolve Partner Group, a consulting firm that promotes succession readiness by collaborating with clients to integrate the transition elements of people, planning and process.

LifeYield, LLC, a technology solutions firm that provides tax-smart software to help advisors simplify and maximize clients’ retirement income.

Liftman Insurance, an insurance agency that specialises in providing coverage for the investment community including errors and omissions liability, directors and officers liability, employment practices liability, data security and privacy liability, as well as Employee Retirement Income Security Act (ERISA), fidelity, Securities Transfer Agents Medallion Program/Stock Exchange Medallion Program (STAMP/SEMP) and state surety bonds.

National Compliance Services, a compliance consultant and regulatory products supplier for investment advisors, broker-dealers, hedge funds and mutual funds
Newtek Business Lending, a firm that provides capital through the Small Business Administration (SBA) 7(a) program to businesses for the purpose of firm expansion, business acquisition, working capital and other operational needs
Rehmann, a certified public accounting (CPA) firm that provides integrated assurance, tax, business consulting, and corporate investigative services to the wealth management industry.

RemitPro, Inc, a company that offers industry-specific Check21 technology to utilise electronic check processing and identification validation/office of foreign assets control (OFAC) screening solutions to minimise fraud.

Smarsh, a technology firm that offers solutions for archiving electronic communications such as e-mail and instant messaging, and social media platforms such as Facebook, LinkedIn and Twitter.

The Investment Industry Practice Group of Starkweather & Shepley Insurance Brokerage, Inc., an insurance specialist that focuses on directors and officers liability, errors and omissions liability, data security liability, privacy liability, and various forms of fidelity bonding for financial organisations.

StreetWide Asset Recovery Group, Inc, a full service debt recovery/collection firm focused exclusively to the financial industry.

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