DALBAR Identifies the Top Account Statements
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MARLBOROUGH, Mass., March 17, 2021 /PRNewswire/ The results of DALBAR s annual
Trends and Best Practices in Investor Statements study are in, and BNY Mellon s Pershing, BlackRock, Merrill and AIG all landed in the top spot within their respective lines of business.
Pershing s brokerage statement topped the list for the third consecutive year, achieving the highest brokerage statement score of all time. We are honored to receive this recognition, acknowledging our commitment to taking action on client feedback and delivering investor communications excellence, said Katie Swain, director of Global Strategy and Product Management at Pershing.