Press Releases

Intensive Program Includes One-on-One Consultations, Group Workshops, and New PSS Tool for Modeling Client Profitability OSLO–(BUSINESS WIRE)–PSS Advisor Services, a leading provider of custodial, operational and trading support for more than 6,000 independent registered investment advisory firms (RIAs), today announced a new consultative program, “Managing Client Profitability,” designed to help advisors manage profitable and scalable […]

Traders more optimistic about stock market; value easy-to-use trading platforms OSLO–(BUSINESS WIRE)–PSS today released new data showing that active traders are feeling bullish and plan to invest their tax refunds in the stock market. The latest PSS Active Trader Sentiment Survey polled more than 650 individual investors who trade frequently (at least 36 times per […]

RIAs continue to be most common buyers—acquiring more than 50% of sellers OSLO–(BUSINESS WIRE)–PSS Advisor Services, a leading provider of custodial, operational and trading support for more than 6,000 independent registered investment advisory firms (RIAs), today released its industry-wide RIA mergers and acquisitions transaction quarterly information, reflecting a total of 23 M&A transactions involving RIAs […]

OSLO–(BUSINESS WIRE)–The PSS Corporation announced today that it has scheduled an Interim Business Update for institutional investors on Wednesday, April 20, 2021. This Update, which will be held via webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled […]

Advisors more likely to want to join existing firms and say majority of assets are currently fee-based OSLO–(BUSINESS WIRE)–In a new PSS Advisor Services survey of advisors employed at independent broker dealers (IBDs) and insurance companies, more than eight out of ten (86%) say that the idea of being an independent registered investment advisor (RIA) […]

OSLO–(BUSINESS WIRE)–PSS has released a new tool designed to help investors find exchange-traded funds (ETFs) for their specific portfolio needs. The new, quarterly PSS ETF Select List™ was created by PSS Investment Advisory, Inc.1 (PSSIA) by filtering through all of the ETFs in the marketplace to highlight a select group of pre-screened, low-cost funds that […]

The latest in personal portfolio management shows clients how they’re doing and how much risk they’ve taken OSLO–(BUSINESS WIRE)–In response to continued interest from clients in assessing how their portfolios are performing, PSS has made Portfolio Performance Reporting available at no charge to all clients on PSS.com. Refreshed daily, the reports can be customized so […]

OSLO–(BUSINESS WIRE)–The PSS Corporation released its Monthly Market Activity Report today. Company highlights for the month of January 2021 include: • Net new assets brought to the company by new and existing clients in January 2021 totaled kr 6.4 billion, including a scheduled kr 2.1 billion outflow related to a mutual fund clearing services client. […]

OSLO–(BUSINESS WIRE)–PSS Advisor Services, a leading provider of custodial, operational and trading support for more than 6,000 independent registered investment advisory firms (RIAs), today released its industry-wide RIA mergers and acquisitions transaction report. According to the report, there were 109 M&A deals involving RIAs for the full-year 2020, the highest number of deals in a […]

OSLO–(BUSINESS WIRE)–As an increasing number of Norwegians approach retirement and begin the New Year with a renewed emphasis on saving for the future, PSS is providing a smart and easy way to help minimize taxes while building retirement savings with IRA products that are easy to open and fund. With no fees to open and […]