BNY Pershing

Offering an investment experience tailored to your clients’ needs is only getting harder, so in this month's edition of the BNY Pershing Next Newsletter, we focus on curated, personalized investment solutions to help you help more people.

Our clients are at the core of everything we do. To celebrate #CustomerServiceWeek, we asked leaders from across BNY to highlight some of the ways we go above and beyond for clients each and every day. Watch now 👇

BNY announced third quarter 2024 financial results today. For more information: https://lnkd.in/eziFEx_6

This Hispanic Latinx Heritage month, we're proud to highlight some of our colleagues with roots in Spain, Mexico, the Caribbean and Central and South America who are helping us shape the future. Thank you for all you do to keep our business moving forward and for your many contributions to powering our culture. #HispanicHeritageMonth Clockwise from left to right: Christina Anderson, MBA, Fabian Gomez, Vanessa Velez, Sergio Leon, Nicole DePaola, Jorge Quiroz, Juliza Gonzalez, MBA, Oliver Valadez, Carla DeSimone, Julio Medina, Jacqueline Hernandez, Javier Martinez

Technologies like generative #AI, chatbots and natural language processing are reshaping traditional #wealthmanagement practices and driving unparalleled efficiencies within the industry. Learn more about AI’s rise within the wealth segment here: http://ms.spr.ly/6041mabvd

Model portfolios have emerged as a powerful tool for advisors and offer a variety of potential benefits to help you grow your practice. Discover key benefits of these streamlined investment strategies, and recent improvements and tips to incorporate models into your own advisory services here: http://ms.spr.ly/6046mqU6p

We’re honored to be named “Best Prime Broker – Capital Introduction” at this year’s With Intelligence HFM US Services Awards! We couldn’t have done it without the support of our #alts clients and the dedication of our #capintro team, David Shalom and Neelu S. A huge shout out to BNY for taking home the award for “Best Custodian,” and congratulations to all of this year’s honorees!

We were helping advisors make waves at Future Proof Festival this week! 🌊 If you didn't have the chance to experience our underwater adventure and explore our ecosystem of connected tech, you can still discover a SEA of opportunity with BNY here: https://ow.ly/Y6TL50Trko4 🌴🐟 #FutureProofFestival

Welcome to the first edition of our monthly newsletter, BNY Pershing Next, with the ultimate goal of helping advisors help more people. In this month's edition: 🌉The Alts Bridge announcement 💲5 Billion Dollar RIA  💡What others in the industry are saying about us Check it out below and subscribe 👇

The BNY team has had a fantastic first few days at Future Proof, where our Chief Growth Officer, Akash Shah, introduced Alts Bridge. If you're at #FutureProofFestival, you still have time to explore your connected future with #BNY. Come visit our beachfront experience to learn more about the latest innovations that can help your firm grow. 🏝️🌊☀️