2024 Elite Advisor Survey

2024 Elite Advisor Survey


MAY 09, 2024


BNY MELLON'S PERSHING

For nearly every advisory firm, growth and scale are top priorities. But where does private equity fit in? And how are firms preparing for the next generation? At the 2024 Elite Advisor Summit, we polled over 100 of the industry’s top advisors to get their thoughts on these important topics. Download our infographic to find out more. 

Next-level Insights From the Nation’s Top Advisors

©2024 Pershing LLC. All rights reserved. 


Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and also BNY Mellon companies. 

 

BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.

 

Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc.

 

For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners. This material does not constitute a guarantee by The Bank of New York Mellon of any kind. This material is for general information purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter. Pershing is not responsible for updating any information contained within this material and information contained herein is subject to change without notice.

BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

 

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. 

 

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