Advantages of the Emerging Digital Advisor
According the report, The Emerging Digital Advisor, digitally enabled advisors can enhance the entire advisor-client relationship—helping the practice become more efficient and client-centric. Digitally enabled advisors had more success than their traditional advisor counterparts in increasing client assets and revenue over the past year.1
1 Source: Aite Group's survey of 403 U.S. financial advisors, October 2015
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.