Pershing’s ValueAlliance program provides its customers with access to a wide range of solutions and preferred pricing from a network of third-party firms to help them grow and manage their businesses, the company said in a press release. ValueAlliance is available to introducing broker/dealer firms and their investment professionals through Pershing and to registered investment advisers (RIAs) via Pershing’s affiliate, Pershing Advisor Solutions.
The additions to the programs are designed to help Pershing’s introducing broker/dealer and RIA customers drive growth, optimize human capital, and maximize their operational efficiency.
Pershing said the new relationships include:
- Industry experts to help introducing broker/dealers and RIAs drive the growth of their firms through business development, client management, marketing, and financing support. These solution providers include: Advisor Impact, Asset Management Finance; CABHQ, LLC; Client Relationship Training; ClientWise; The Collaborative; Creative Partners; Creative Mint; FA Insight; JCPR, Inc; Know No Bounds; Life Management Advisor; Looney Advertising; Nexus Strategy, LLC; Paragon Resources; and RIA Database.
- Access to consultants specializing in critical human capital competencies ranging from recruiting and onboarding, to retention and succession planning, and compensation, payroll, and rewards development. These firms include: Aon Consulting; Auch Partners; Broker to Broker; Lenox Advisors; Newtek Business Services; TriNet; Turning Point Incorporated; The VisionLink Advisory Group; and Working Advantage.
- Providers that will help Pershing’s customers optimize the productivity and operational efficiency of their firms by offering access to legal counsel, compliance and process consulting, start-up support, resources, and tools for advisers in transition. These firms include: Absolute Performance Verification LLC; ActiFi, Inc.; Advanced Regulatory Compliance, Inc.; Edgerton & Weaver, LLP; FrontLine Compliance, LLC; The Law Offices of Patrick J. Burns, Jr., P.C.; The Sutro Group; and Strategic Management Group, Inc. (SMG Global Source).