PERSPECTIVES

Insight into what matters

PERSPECTIVES

2024 Elite Advisor Survey

Find out what the industry’s top advisors think about the important topics facing the industry. 

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PERSPECTIVES

Driving Forward

An Interview with Sareena Dalla Brookshire.

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Fraud-Proofing Your Business

Fraud-Proofing Your Business

Fraud-Proofing Your Business

NOV 20, 2020
 

BNY MELLON'S PERSHING

Most advisors think they can see through a fraud attempt, but this is becoming increasingly challenging.

Fraudsters continue to find new ways to prey on investors and their advisors. Forget the stereotypical image of hackers working out of basements; many are part of large, well-structured criminal enterprises.

Fraud-Proofing Your Business

 

Most advisors think they can see through a fraud attempt, but this is becoming increasingly challenging.

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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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