Trust Providers Broaden Adviser-Based Services

By Sonja Ryst American Banker

June 9, 2008

Mutual fund and other financial services firms are making it easier for their investment advisers to address a broader array of clients' trust needs, ranging from estate planning to philanthropic giving. Pershing LLC, a Jersey City unit of Bank of New York Mellon Financial Corp., is now giving its investment advisers and broker/dealers access to a variety of investment services provided by four trust administration companies.

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