BNY Mellon’s 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 Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. 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 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,778 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Live Oak Bank is a leader in Investment Advisor financing. Since 2013, we have lent over $580 million to independent investment advisors for merger and acquisition, succession, working capital, refinance, transitions and other business purposes. During this time, we have won numerous awards for the positive impact that our game changing financing has had on the financial advice industry. Today, Live Oak has one of the strongest loan portfolios in the country. Our dedicated lending team has the experience and expertise to understand advisor businesses and guide clients through the lending process, aiding in the success of the loan.
Judson Group is in the business of helping top talent and trusted employers find each other. We connect candidates we’ve gotten to know, both personally and professionally, with companies whose needs we understand inside and out. Our person to person approach, beyond resumes and algorithms, fosters more authentic, mutually beneficial working relationships. Whether you’re looking for standout talent or a career that aligns with your unique skills, each and every match is hand-selected with you in mind. As wealth management industry experts, we apply our knowledge of the marketplace to understanding your company’s specific needs. We partner with you to find talent that not only gets the job done, but shares your vision and contributes to your company culture. Someone who’s prepared to do their best work, so you can do yours. Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally. Our firm specializes in Wealth Management, Banking, Finance and Accounting search needs in a variety of industries.www.judson-group.com.
The Foundation for Financial Planning (FFP) is proud to be a strategic partner of InvestmentNews, whose partnership is instrumental in helping raise awareness of our mission to bring free, quality financial advice to people in need. FFP is the nation’s only charitable organization solely dedicated to advancing pro bono financial planning for at-risk individuals and families, including wounded veterans, domestic violence survivors, people with serious medical diagnoses, and many others. FFP has provided $7 million in grants to community-based nonprofits to support local programs; worked with partners to activate more than 20,500 volunteer financial planners; and acted as a leader and catalyst to embed a rich tradition of and commitment to pro bono across the financial planning profession. Visit FoundationForFinancialPlanning.org to learn more.
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