Family Office
Pershing adds vendors to its preferred provider list

Custodian offers discount-price access to ten additional service providers. Clearing firm Pershing has added 10 vendors to its ValueAlliance "preferred provider" program. The expansion is meant to give RIAs and introducing broker-dealers discounts on products and services designed to "drive growth, optimize human capital and maximize their operational efficiency," according to Pershing.
Available to advisors affiliated with broker-dealers through Pershing and to RIAs through its Advisor Solutions division, ValueAlliance vendors provide services such as practice-management consulting, marketing, compliance and technology.
"We are committed to providing our introducing broker-dealer and
RIA
customers with access to a wide range of valuable resources to
help them address every aspect of managing and growing their
businesses," says Pershing's president and COO Brian Shea. "These
new ValueAlliance relationships expand our suite of holistic
practice management offerings and provide our customers with a
broader choice of solutions to help them meet their strategic
business objectives."
The new ValueAlliance names are
Barger Group, developers of a web-based client survey tool
BrokerHunter.com, a jobsite
Diamond Consulting Group, a recruiting and training firm
FP Transitions, a succession-, valuation- and transaction-consulting firm
Focus Partners, a practice-management consultancy
Gladstone Associates, an investment banking boutique
Inside Information, a monthly newsletter
Luxury Attache, a concierge-service provider
MarketCounsel, a compliance consultancy
Stark & Stark, a law firm
Pershing is a subsidiary of Bank of New York Mellon. -FWR
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