The Annuity Evolution: What Role Can Fee-Based Annuities Play in Your Clients' Accounts?

BNY Mellon's Pershing


The Annuity Evolution

An increasing number of marketplace options, combined with recent IRS tax-treatment decisions, are increasing the viability of fee-based annuities for helping clients protect their wealth.

Annuities of every flavor have earned a place in many managed accounts due to their flexibility in addressing a range of financial goals.

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.