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.

  • Using Technology to Expand Your Practice

    By: Marissa Madiara, Albridge, an affiliate of Pershing, a BNY Mellon company
    2/11/2014 - Advisors are looking for technology to differentiate themselves. They also want to make their practices, and their lives, more efficient. Albridge Wealth Reporting™ (AWR - a Web-based solution) consolidates client account data from hundreds of diverse sources, giving an advisor the ability to access important client information instantly—from anywhere, at anytime.

  • Cash-Flow Adjusted Benchmarks for Client Performance Reporting

    By: Trevor Davies, Albridge, an affiliate of Pershing, a BNY Mellon company
    5/22/2013 - Benchmarks typically benefit investors by showing the return a portfolio would have achieved as compared to another portfolio. Used improperly, however, benchmarks could suggest the portfolio manager is far worse or better than he or she actually is.

  • 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.

  • 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.

  • 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.

  • The Dynamic Evolution of Business Planning for Advisors

    By: Stephen Mennella, 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.

  • 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.

  • 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.