For the second year in a row, BNY Mellon’s Pershing Advisor Solutions surveyed advisory firm leaders attending its annual Elite Advisor Summit to gauge their views on business and investment strategies as well as challenges and opportunities in 2018.
The Elite Advisor poll, conducted as part of the two-day, invitation-only event, revealed that leaders of some of the country’s most preeminent registered investment advisors (RIAs) and institutional firms are realizing a competitive edge by bringing new and value-added services to investors.
Average assets under management represented by firms at this year’s Elite Advisor Summit were $4.2 billion. Download the infographic for a glimpse into what’s top of mind for the nation’s largest advisors.
The Bank of New York Mellon Corporation (BNY Mellon) is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. BNY Mellon delivers informed investment management and investment services in 35 countries. BNY Mellon’s Pershing Advisor Solutions is a leading provider of business management, execution and financing solutions with custody at its core. Its clients are professionally managed, growth-oriented advisory and wealth management firms and institutional providers that serve clients with complex financial lives.