How can you position your firm to become the broker-dealer of choice for fast-growing teams?
Today, 32% of all advisors already belong to a team—and with good reason. Large ensembles grow faster, achieve superior financial results and attract bigger client portfolios than solo practices. The trouble is, many affiliation models still revolve around individual reps. How can you position your firm to become the broker-dealer of choice for fast-growing teams?
Why Teams Are the Clients of the Future for Broker-Dealers chronicles the growth and success of advisor ensembles. It also offers a roadmap for broker-dealers looking to attract and retain elite teams—from building stronger cultural connections to placing a greater emphasis on thought leadership. The study discusses:
 Source: Investment News Financial Performance Study, Pershing LLC, Sponsor, 2014.
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.