November Edition
Technology helps advisors scale and grow, but disconnected systems reduce productivity—costing both time and money. The November edition of BNY Pershing Next showcases the importance of a connected wealth management platform.
?? In Search of the Exceptional Client Experience
In today’s world, tech giants shape consumer expectations, and the wealth management industry must keep pace. The potential to disrupt the status quo is real. Advisors and firms that stay on the forefront typically get ahead.
Discover how investing in the right technology can help advisors spend less time doing repetitive tasks and dedicate more time to helping clients achieve their goals.?
Learn more in In Search of the Exceptional Client Experience.
?? Talent Strategies: From Recruitment to Retention
Sourcing the right talent in the wealth management landscape has become increasingly challenging. As the dynamics of the workforce evolve, firms are not only tasked with finding highly skilled professionals but also with retaining them in a market where opportunities abound.
Discover effective strategies to attract and retain talent for your business.?
Read more in Talent Strategies: From Recruitment to Retention.
?? Post-Election Economic and Market Outlook from BNY Wealth
Did you miss BNY Wealth's post-election economic and market outlook webcast? Watch the replay to hear Sinead Colton Grant, CIO of BNY Wealth, and Daniel Clifton, partner and head of policy research at Strategas Securities, share insights on the election and its potential impact on the economy and markets.
Watch the BNY Wealth webcast.
??? Catch Us at This NEXT Event
MarketCounsel Summit | December 9-11, 2024