PERSPECTIVES

Insight into what matters

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

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

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

APRL 22, 2022
 

BNY MELLON'S PERSHING

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 2022 and the years ahead.

The Elite Advisor Poll gauges the views of the industry’s top advisors on the challenges and opportunities they face. This poll was conducted at the Elite Advisor Summit in March 2022. Average AUM represented by attendees is $17B and 1 in 4 have earned coveted accolades in terms of being recognized as a top RIA by notable firms including the Financial Times, Forbes and Barron's.

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 2022 and the years ahead.

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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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