Pershing Offers New Mutual Fund and ETF Solutions for Emerging and Mass-affluent Investors
Pershing has announced the launch of new mutual fund and exchange-traded fund (ETF) solutions, offered by its affiliate, Lockwood Advisors. These will meet the needs of investors starting to build wealth and help registered reps navigate the Department of Labor's (DOL) fiduciary rule requirements. Pershing's new Lockwood WealthStart Portfolios1 mutual…
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