BNY Mellon | PershingOvjeren akaunt

@Pershing

Official handle of BNY Mellon's Pershing, a leading global provider of financial solutions. Follow us for thought leadership, news and events.

Vrijeme pridruživanja: lipanj 2011.

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  1. The RIA custodian landscape is changing dramatically. discusses what those changes mean for firms with

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    4. velj

    Don't miss our special guest host and Dynasty’s head of M&A Joe Rizzo on the latest Powering Independence Podcast! he sits down with Mark Tibergien, of advisor solutions and Brad Griswold of Corbenic Partners to discuss succession planning.

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  3. Investors are taking a fresh approach to to achieve their portfolio goals. Hear from Prime Services’ David Shalom as he explores allocators' top 3 focus areas in this video.

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  4. After our tech advisory board meeting in the fall, we have takeaways that can help get the most out of their 2020 tech initiatives:

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  5. Congratulations to Kit Lee, Director of Technology Solutions & Head of Integration, for being named a 2020 Women in WealthTech by Investment Advisor magazine. Thank you for serving as a wonderful role model to your colleagues and Women in Technology peers:

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  6. is the essential event for the financial advice community, featuring an impressive lineup of world leaders and industry experts. Join us in the for inspiration, learning and networking, June 10-12. Register now:

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  7. Our Prime Services team is at in Miami today through Friday, so make sure to come by Suite 178 to say hi, learn about our services and grow your investor network!

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  8. At , our team was part of engaging panels such as fostering a strong sense of ethics in investing, providing guidance to advisors in a time of transition and cultivating and maintaining a culture, among others. Thank you for having us, FSI!

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    28. sij

    Insightful panel at on navigating the transition to advisory accounts, with Adam Roosevelt of , Summer Pretzer of , Dean Harman of Harman Wealth Management and Tony LeJeunesse of TL Financial Group – mjesto: Nautilus Room, Sheraton Marina

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  10. This week, our team is at sharing perspectives on topics such as the transition to advisory, fraud in our industry and high touch technology. Make sure to visit us at booth 201.

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  11. When breaking away now, need to do their due diligence to find the right fit. Sean Keenan shared that 10 years ago, breakaways “were looked at as renegades and mavericks who were jumping into this new world and taking on risk.”

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  12. Wondering when it's the right time to consider breaking away? Take assessment of any drag on your creativity or growth, advisors, and read what Charles Cornett, director of business development has to say.

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  13. The act of "breaking away" is a series of decisions and actions that ultimately result in the launch of a new business. Sean Keenan shared “The way to combat frustration is to hire a consultant or work with a strategic partner, such as a custodian.”

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    19. sij

    Karen Novak discusses her day-to-day responsibilities as COO of BNY Mellon Pershing, Advisor Solutions

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  15. "I think we tend to underestimate our own impact on organizations, and that aversion to responsibility is a really curious trait." - on Listen to the episode here:

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    15. sij

    What are the key trends in 2020 and beyond that buy-side leaders should be aware of to navigate the evolving industry? Read our latest paper:

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  17. This new year, learn four new ways to boost organic growth in your business, .

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    16. sij

    announced fourth quarter 2019 financial results today. Details:

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  19. We strive to help firms develop talent across all generation, knowing that a talent gap is on the horizon. Learn how we are producing relevant, actionable resources to help clients strengthen their impact while seizing new business opportunities.

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  20. Markets put pedal to the metal in 2019. and , here are a few features you may want to consider as we drive into 2020:

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