Industry Perspectives

Albridge has extensive experience working with leading financial organizations supporting diverse business models.

Combining our perspectives on technology trends, compliance issues and practice management developments we have collaborated with industry experts to deliver thought leadership and industry studies to help you navigate critical business issues.

• Personalized Portfolio Reporting Leads to Wealth Management Success

  By: Gregg Klein, Director of Product Management, Albridge, an affiliate of Pershing, a BNY Mellon company
  11/15/2012 - With investors demanding more detailed and individualized portfolio information, Albridge has pioneered personalized rate-of-return reporting making it efficient, accurate and cost-effective.

• Discussing Risk With Investors: A Fresh Look

  By: Trevor Davies, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company
  12/3/2012 - Understanding risk can be much easier for clients if you take them beyond the numbers.

• Real-time Portfolio Performance and Risk Reports for All Investors

  By: Tom Sullivan, Director of Relationship Management, Product Management and Sales, Albridge, an affiliate of Pershing, a BNY Mellon company
  3/8/2012 - To retain their "trusted" status, financial professionals must provide investors with complete information—or risk losing them. Demonstrate your value to clients by providing a personalized rate of return. Let Albridge show you how.

• Five Ideas for Improving Portfolio Performance

  By: Stephen Mennella, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company
  1/11/2012 - Adjusting or refining a a advisor's process to take advantage of new tools adds up to more satisfied clients, who feel more in control of their progress toward wealth accumulation goals.

• The Dynamic Evolution of Business Planning for Advisors

  By: Jeff Benfield, Vice President, Albridge, an affiliate of Pershing, a BNY Mellon company
  1/10/2012 - The typical business planning cycle can take 10 to 20 hours per year—or more. What's the "ROI" for this time commitment? In truth, few advisors have an answer.

• Rethinking Advisory Productivity Through a Client's Eyes

  By: Paul Camuto, Vice President, Product Manager, Albridge, an affiliate of Pershing, a BNY Mellon company
  1/10/2012 - What does productivity mean to your clients? What level of detail, overview or explanation do they need to maximize their hour of quality time with you? To know what they want, you have to ask.

• Client Satisfaction Is Measurable and Can Make a Bottom-Line Difference

  By: Rob Costantino, Vice President, Senior Business Architect , Albridge, an affiliate of Pershing, a BNY Mellon company
  1/9/2012 - One of the most important business planning goals for advisors achieving a measurable increase in client satisfaction. Learn how client satisfaction drives bottom-line results and steps for achieving higher satisfaction scores, including implementing a client survey.

• The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting

  By: Trevor Davies, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company
  David Spaulding, President, The Spaulding Group
  9/8/2011 - When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However, money-weighting may actually be the more appropriate way to accurately measure performance.