April 29, 2014
Featured Speakers will Include Condoleezza Rice and Joe Torre
JERSEY CITY, N.J.- Rapid advances in technology, a generational sea change from Boomers to Millennials, and the emerging prominence of women advisors as a competitive differentiator are just a few of the ways in which advisors and broker-dealers are being challenged to reimagine and retool their businesses. These and other mission-critical developments will be explored over three days at INSITE 2014, the annual event for registered investment advisors and broker-dealers hosted by Pershing LLC, a BNY Mellon company. This year’s conference will take place June 4-6 in Hollywood, Florida.
The unprecedented changes underway in the advisory business constitute a “call to action” that industry participants must respond to – or risk ending up behind the competitive curve. Among these imperatives, which have shaped the agenda for INSITE 2014:
“Pershing’s commitment to supporting the success of our clients and their investors requires us to maintain a solid foundation for growth based on best-of-breed technology and innovative solutions,” said Caroline O’Connell, chief strategy officer at Pershing. “INSITE 2014 will provide advisors and broker-dealers with highly relevant, content-rich programming empowering them and their clients to succeed and grow in what is shaping up to be the most challenging and exciting era the industry has seen."
Drawing on the broad success of last year’s conference, INSITE 2014 will bring together global thought leaders who will address in practical terms the issues that are redefining and driving today’s industry agenda, including:
In addition to valuable opportunities to network and learn first-hand from industry leaders as well as peers, INSITE 2014 attendees will enjoy featured presentations from a stellar list of speakers, including:
As part of BNY Mellon’s corporate social responsibility program, Pershing is proud to support FEED at INSITE 2014. Throughout the first two days of INSITE 2014, attendees will have the opportunity to put together food backpacks to benefit a local South Florida food bank. In addition, each attendee will receive a FEED conference tote bag. For each bag gifted, 10 meals will be provided to children globally. This tote bag sale is part of FEED’s mission to “create good products that help FEED the world.” Each FEED bag, apparel item, and accessory sold has a set donation built into the cost of each product, which provides meals and micronutrients to children around the world.
INSITE attracts more than 2,300 attendees, including investment professionals, independent RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives. It is held at the Hyatt Regency, Orlando, Florida. For additional information, visit www.INSITE2015.com. To keep up-to-date on INSITE and to join the conversation on the issues that will be discussed, follow us on Twitter @Pershing and use hashtag #PershingINSITE.
NetX360 is Pershing's professional access platform for clients and advisors. A personalized and intuitive platform to power users' business needs, NetX360 features an intuitive user interface and personalized navigation that simplifies how the brokerage and advisory world does business and engages with clients. Using easy navigation tabs, custom dashboards and global search, users have access to all of the information and tools needed to manage client relationships, evolve their practice, perform research, execute trades and more. NetX360 is also the gateway to a leading network of information and technology providers to help clients grow their business quickly and efficiently.
About BNY Mellon's Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, 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 23 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. Additional information is available on pershing.com, or follow us on Twitter @Pershing.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of September 30, 2018, BNY Mellon had $34.5 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management.
BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.