Ready, Set, Zoom In

BNY Mellon's Pershing


Zoom In - A Podcast Series from BNY Mellon's Pershing

Welcome to Zoom In, a podcast series that brings you unique perspectives on industry trends and hot topics to help your business thrive.

Our latest episode in this series discusses Regulation Best Interest—or Reg BI—and Form CRS, plus implications for advisors.

Check out full episode details and click to tune in below. Never a miss a new podcast episode.

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Wealth & Advisory -"The Spirit of the Law vs the Letter of the Law: Navigating the New Reg BI and Form CRS" with Mike Row, Chief Relationship Officer at BNY Mellon’s Pershing and Joan Schwartz, Chief Legal Officer at BNY Mellon’s Pershing.

Mike and Joan discuss Regulation Best Interest—or Reg BI—and Form CRS and what it means for advisors.

Wealth & Advisory - "How M&As are Reshaping the Advisory Space" with Ben Harrison, Head of Advisor Solutions, BNY Mellon | Pershing and Liz Nesvold, Managing Director and Head of Asset and Wealth Management Investment Banking, Raymond James.

Mark, Ben and Liz discuss what happens when a strategic lever like M&A is impacted unexpected by unpredictable market conditions.

Pershing Insights - "Beyond the Crisis: What Will Change and What Will Stay the Same?" with Matt Forester, Chief Investment Officer, Lockwood, BNY Mellon | Pershing

Matt explores the fantastical and fatiguing nature of the pandemic and ponders what the markets and economy might look like when we're through the other side.

Pershing Insights - "Beyond the Coronavirus News Cycle: 700 Years of Perspective" with Matt Forester, Chief Investment Officer, Lockwood Advisors, BNY Mellon | Pershing

Matt discusses what we know – and what we think we know – about the coronavirus and its impact on the economy.

Client Experience - "Perfecting The First Experience" with Amy Webber, Chief Executive Officer, Cambridge Investment Research

Amy discusses the key components that influence a strong client relationship - from first meeting and beyond.

Wealth & Advisory - "Building the RIA Talent Pipeline" with Jeff Strese, Chief Talent & Learning Officer, Tolleson Wealth Management

Jeff discusses the RIA talent landscape, from the unique vantage point of a business leader and university professor.

Pershing Insights - "Mind the Gaps" with Matt Forester, Chief Investment Officer, Lockwood Advisors, BNY Mellon's Pershing

Matt discusses key issues advisors and investors should be thinking about when it comes to financial decision-making and behaviors.

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.