Senior Clients-Having the Hard Conversation

BNY Mellon's Pershing

07/27/2017

Serving the Needs of Senior Clients

“Senior Citizens” are not who they used to be. Many seniors successfully delay the aging process with active lifestyles and healthy living. Advisors who understand this new normal, including how senior clients perceive themselves and the aging process, are expanding their business with a specialization that focuses on addressing potential health changes.


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 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. 

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