New Age Advice: How to Stay Relevant with Next-Gen Clients

BNY Mellon's Pershing


How to Stay Relevant with Next-Gen Clients

With the rise of retail robo-advisors nearly a decade ago, the consensus was that technology would complement—rather than replace—digitally-savvy advisors and significantly enhance growth for firms that incorporate the best of what innovation has to offer. Does that view still hold? Or do other generational differences in values and attitudes involving money now present themselves? Download this article to learn how advisors can evolve to meet new client expectations and how they now view saving and investing.

BNY Mellon's Pershing

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.