For the third year in a row, BNY Mellon’s Pershing surveyed advisory firm leaders attending its annual Elite Advisor Summit to gauge their views on talent and technology strategies as well as challenges and opportunities in 2019.
Average assets under management represented by firms at this year’s Elite Advisor Summit were $9 billion. Download the infographic for a glimpse into what’s top of mind for the nation’s largest advisors.
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.