The Company currently accounts for
operating leases by including the actual rent paid under the leases as lease expense in its financial statements.
With MyHealthBank Finance, insurers can create plan designs around restricted cash accounts for
use on specific activities such as preventive care, weight loss, smoking cessation and disease management.
Pershing has been providing customized solutions like asset management accounts, retirement accounts, and managed accounts for
several years to help our customers gather and control client assets," Mr.
Waller, an 18-year veteran of the brokerage consulting and money management industry, was named Director of Managed Accounts for
the Private Portfolio Group and Third Party Distribution.
At the same time, investors that may not be suitable for managed accounts--but who want ongoing advisory services--are turning to mutual fund wrap accounts for
the asset allocation, portfolio monitoring and rebalancing features they offer.
Define Custodial Accounting Terms -- Establish Custodial Accounts for
Freddie Mac -- Manage P&I Custodial Account Transactions -- Freddie Mac Reporting and Remitting Basics -- Completing the Freddie Mac P&I Reconciliation -- Case Studies - Three Reconciliation Cycles