Study after study, as well as experts representing several disciplines and a cross-section of political views, all agree that Americans are woefully uninformed about the basics of personal finance and unprepared to face the challenges of the future. Improving the overall financial education of the U.S population is a massive, long-term undertaking, but it is one that financial advisers are uniquely positioned to course-correct. Learn how other advisers are moving the needle and download an action plan to make a difference in this new InvestmentNews research sponsored by 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.