What's top of mind for the nation's largest advisors?

BNY Mellon's Pershing

05/03/2021

What's top of mind for the nation's largest advisors?

BNY Mellon’s Pershing is pleased to share the polling results from advisory firm leaders attending its Elite Advisor Summit, The real-time poll gauged executives’ views on the challenges and opportunities in 2021 and the decade ahead. Average assets under management represented by firms at this year’s Elite Advisor Summit were $10 billion.

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BNY Mellon's Pershing

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. 

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