Realizing the Value of Your Life’s Work: Building a Sustainable Succession Plan

BNY Mellon's Pershing

09/02/2021

Realizing the Value of Your Life’s Work

Advisor Growth Strategies explains how the M&A market is maturing with well capitalized partners seeking to buy or partner with independent RIAs, offering a variety of economic models, degrees of control and exit timing scenarios.


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. 

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