Standing room only as our Jason Ehrlich takes the stage at BNY Mellon | Pershing Insite to share his perspectives on the “consolidation explosion” in the RIA industry. In addition to giving a state-of-the-state on industry M&A activity, the panel is going beyond the numbers and unpacking the psychology of deal-making, how talent can influence valuations - and ultimately, how to ensure success for all parties long-term. Very appropriately positioned as a “Masterclass;”thank you BNY Mellon | Pershing for featuring Emigrant Partners in this important discussion. #realinsite
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It was an pleasure to share with colleagues across the firm how BNY Mellon | Pershing is developing groundbreaking technology to enable wealth firms to improve productivity, grow revenue and reduce risk. #BeMoreForOurClients #LifeAtBNYMellon #Pershing #BNYMellon #wealthmanagement
Great to be part of BNY Mellon’s inaugural “Be More for Our Clients” event in London last week. It was an honor to share with colleagues my experience of BNY Mellon | Pershing, and how they are bringing groundbreaking technology to wealth managers who want to improve productivity, grow revenue and reduce risk. Look forward to seeing how Colin Murphy, Umar Zaman and team continute to transform the EMEA wealth space. #BeMoreForOurClients #LifeAtBNYMellon #Pershing #BNYMellon #wealthmanagement #technology
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Exclusive to With Intelligence: BNY Mellon names new head of manager research Anthony Mastrocola, CFA, CAIA. It is understood that his predecessor Jasmine Yu, PhD, CFA, CAIA is on garden leave before starting as a CIO at a regional bank in the US. Read the full story here: https://lnkd.in/eAy6TR3b #managerresearch #hedgefunds #privateequiry #alternatives #privatemarkets #wealthmanagement #BNYMellon
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Thank you BNY Mellon | Pershing and Noha Nakhla for having me alongside the other panelists! If you caught my session and are interested in reading John Furey's article, it is linked below. If you missed the session, I spoke about the increased M&A activity and interest in the #RIA space and why firms should proceed with caution if they are responding to solicitations. John provides actionable tips in the article. https://lnkd.in/g3GuVXnt
A great shot from BNY Mellon | Pershing INSITE! In case you missed it, Brandon Kawal made mention of John Furey's recent CityWire article during yesterday's panel discussion--you can read the full article below. Thank you to Noha Nakhla for moderating and shoutout to the other panelists as well: Andrew Town (FP Transitions), Marianne Caswell (Park Avenue Securities), and Dave Altschul (GreenLine Consultants LLC) https://lnkd.in/g3GuVXnt
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We're looking forward to attending BNY Mellon | Pershing's INSITE this week in Nashville! General Counsel and Head of M&A Hoyt Stastney will be speaking on a panel titled "The Consolidation Explosion: How Can You Benefit?", where he'll be joined by fellow industry experts to discuss this trend and what it means for the future of the industry. Learn more here: https://lnkd.in/dAyJfbun
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One thing I’m proud to share about BNY Mellon is our unique vantage point from touching approximately 20% of the world’s investable assets, which gives us valuable insights into the global market. Our latest Alta Report provides an insight into real-money investor positioning as expected rate cuts loom, the potential effects of a weaker dollar on international markets, and how anticipated rate cuts in the U.S., U.K., and Europe are influencing current trends. https://ow.ly/RxHp30szCBp
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Despite client exits that tore a nearly $100 billion hole in Pershing’s inflows last year, the profits of its unit of parent company BNY Mellon helped buoy the megabank’s business. Here are the key takeaways for financial advisors and other wealth management professionals from the firm’s fourth-quarter earnings. #wealthmanagement #recruiting #bnymellon
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What a panel and performance by Shannon Eusey! The bull market for financial advice, the productivity imperative, and the race to effectively and safely integrate AI tools were some of the many discussion topics at the 2024 BNY Pershing Insite Conference…
Spot our CEO, Shannon Eusey, on stage at the 2024 BNY Pershing #realinsite Conference, discussing the current state of wealth management and future predictions. What a fantastic opportunity for attendees to gain valuable insights into the imminent changes and advancements in the financial services industry. Learn more about Shannon’s perspective and how Beacon Pointe’s “strong positive culture is integral to driving our growth:" https://lnkd.in/gSGeyJTs
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A recent BNY Mellon survey of Family Offices, mostly across the Americas, shows how much family offices lean on private market investments. Good news for private markets is respondents are looking to trim cash allocation and increase investment in fixed income, real estate, public and private equity which could lead to a pick-up in deal flow. #familyoffice #privatecredit #CLA
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Looking forward to BNY Mellon | Pershing INSITE next week in Nashville! I will be on a panel Tuesday moderated by Noha Nakhla: "The Consultants' Perspective: Addressing the Strategic Needs of Wealth Management Firms." This session will cover everything from succession planning opportunities to M&A options to how to think about scale and compensation to attract and retain talent. Let us know if you will be there! Advisor Growth Strategies LLC #RIAs #INSITE24
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“With the number of family offices tripling since 2019, and their total assets reaching an estimated $6 trillion or more, the flood of family office money into private companies could reshape private markets and the private equity industry,” according to a report by BNY Mellon Wealth Management, To stay ahead of the game, contact an RS&F advisor today: https://lnkd.in/eBmVBDXP 🙌 . . . #FamilyOfficeFriday #FinancialShift #FamilyWealth
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