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Archived Home Perspectives 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.

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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 Pershing

BNY 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 BNY Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

BNY 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, BNY Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY company. 

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Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of Pershing Group, LLC.  Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and BNY companies.  

 

BNY, BNY Mellon and Bank of New York Mellon are 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. The information contained herein, including any attachments, is proprietary to BNY Pershing. It may not be reproduced, retransmitted or redistributed in any manner without express written consent.  This material does not constitute a guarantee by BNY or BNY Pershing 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. BNY Pershing is not responsible for updating any information contained within this material and information contained herein is subject to change without notice.

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