September Edition

Welcome to the first edition of our monthly newsletter, BNY Pershing Next, with the ultimate goal of helping advisors help more people. This month we'll share with you some exciting news about BNY's Alts Bridge solution and what's trending in the wealth management space.

?? BNY Announces Alts Bridge at Future Proof ??

BNY has just announced Alts Bridge at the Future Proof Festival.

Alts Bridge is a comprehensive, first-of-its-kind data, software, and services solution. It is designed specifically for accessing, transacting in, and holding alternative and private market investment products.

Discover how this innovative platform will help streamline investment strategies and address your unique needs. Discover more about Alts Bridge.

?? Five Billion Dollar RIA

The $5 Billion RIA: Four Strategies for Getting There deep-dives into four top strategies that can help accelerate your firm’s journey to the $5 billion-dollar mark and beyond. Consider the following strategies:

Make Organic Growth the Foundation for Success

To lay the foundation for organic growth, focus on client service and engagement to drive referrals. Invest time and energy in building personal and professional relationships.

Power Inorganic Growth with the Right Strategy

In the next few years, the wealth management industry will continue to be shaped by inorganic growth, whether it involves massive deals or smaller, more targeted investments.

Invest in Marketing with an Emphasis on Digital Capabilities

Marketing – digital strategies, client-oriented events and community outreach in particular -- is viewed as a vital driver of growth. Build your brand so target clients understand who you are.

Broaden Solutions Offerings to Address Client Needs Holistically

Wealth management has evolved from a pure advice model with an emphasis on investment performance, to greater diversification through alternatives, to a full-service model to compete to serve family offices. As firms grow, they can advance by offering more holistic solutions.

??Catch Us at These NEXT Events

MMI Annual Conference | October 15-17

CAIS Alternative Investment Summit | October 15-17

FSI Regional Roundtable Southern California | October 29

?? NEXT News Reel

BNY Eyes Growth for Alts with New Platform for Advisors - InvestmentNews

BNY Stakes a Claim in Private Markets Gold Rush - Ignites

BNY to Launch Alts Bridge Platform Broadening Investor Access to Alternative Products - Financial Times

BNY to Launch Alternatives Investment Management Platform - WealthManagement.com

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