Wealth Management Evolution: Strategies for Competing in a Crowded Market

Ben Harrison

10/06/2022

Wealth Management Evolution

Ben Harrison, Co-Head, Pershing Wealth Solutions; Ainslie Simmonds, President of Pershing X; Hanneke Smits, CEO of BNY Mellon Investment Management; and Catherine Keating, leader of the BNY Mellon Investor Solutions and Wealth Management businesses explore a question facing every wealth manager: How do we evolve our firm to seize the future while still meeting the competitive challenges of today?

With factors like customization, investor transformation, advisory evolution and institutionalization driving change, find out why our panel is confident that the best days for wealth management lie ahead.


About Ben Harrison

Ben Harrison is a Managing Director and member of the Executive Committee for Pershing. He is Co-Head of our Wealth Solutions segment, which serves wealth-oriented broker-dealers, registered investment advisors (RIAs) and trust companies, and the evolving and converging needs of these clients.

More about Ben Harrison

.