May 9, 2024
BNY Pershing
For nearly every advisory firm, growth and scale are top priorities. But where does private equity fit in? And how are firms preparing for the next generation? At the 2024 Elite Advisor Summit, we polled over 100 of the industry’s top advisors to get their thoughts on these important topics. Download our infographic to find out more.
Next-level Insights From the Nation's Top Advisors
©2024 Pershing LLC. All rights reserved.
Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY). Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and also BNY companies.
BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.
Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc.
For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners. This material does not constitute a guarantee by The Bank of New York Mellon of any kind. This material is for general information purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter. Pershing is not responsible for updating any information contained within this material and information contained herein is subject to change without notice.
Related Content
Process Efficiency and Capacity
Many wealth management firms struggle to plan and execute their firm’s next important system integration. Here are four things to think about to get started on the right foot.
Process Efficiency and Capacity
It’s a new era for Wove, BNY Pershing’s groundbreaking wealth management platform now offering more solutions for advisors, investors, developers, and data professionals across the industry. Since its launch in 2023
Process Efficiency and Capacity
BNY Mellon | Pershing’s technology leaders discuss cloud computing’s impact on our industry and offer advice to firms making the jump.
Process Efficiency and Capacity
Advisors’ tech stacks seem to grow taller every year. But does adding more tools really make life easier?
Ask how we can help transform your business