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BNY Mellon's Pershing Unit Announces Enhanced Lockwood AdvisorFlex Portfolios Solution With Objectives-Based Asset Allocation Models and New Analytical Tools.

Publication: Investment Weekly News
Publication Date: 10-OCT-09 		Format: Online
Delivery: Immediate Online Access

Article Excerpt
Pershing LLC, a BNY Mellon company, announced that its affiliate, Lockwood Advisors, Inc. (Lockwood) has enhanced its Lockwood AdvisorFlex Portfolios™ (AdvisorFlex) solution for Pershing's introducing broker-dealer and independent registered investment advisor (RIA) customers. AdvisorFlex now offers a broader range of portfolio construction and reporting solutions, including objectives-based asset allocation strategies, an expanded suite of investment selections and new analytical tools designed to provide increased transparency around portfolio holdings.

The enhanced solution provides Pershing's customers with access to three new investment strategies and 16 unique model portfolios developed with an objectives-based approach. These strategies and investment portfolios focus on critical stages of an investor's life cycle, including wealth accumulation, the transition into retirement and the management and distribution of income....

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