BNY Mellon’s subsidiary, Pershing, has launched a suite of new tools and upgrades for its Advisor in Transition practice management program. The new tools include a real time matching tool, calculator and an interactive business model comparison tool available through its web portal. The program enables advisors to evaluate one of five choices. The choices are forming a registered investment advisor (RIA) or join an RIA, forming or joining a broker-dealer or creating a hybrid RIA/broker-dealer solution.

Click here for the release from PR Newswire.