What’s Top of Mind for the Nation’s Largest Advisors?

BNY Mellon's Pershing Advisor Solutions

04/10/2018

What’s Top of Mind for the Nation’s Largest Advisors?

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.

Download the infographic
BNY Mellon's Pershing Advisor Solutions

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