Pershing INSITE 2019
July 03, 2019 | Runtime: 3:51
BNY Mellon Pershing's new CEO as of July 1st, Jim Crowley, discusses his vision for the future of the company.
July 02, 2019 | Runtime: 3:53
BNY Mellon Pershing's Rich Calvario and Justin Fay discuss trends so far this year in the movement of assets.
July 02, 2019 | Runtime: 5:23
BNY Mellon Pershing's John Ward and Joel Hempel chat with Matt Ackermann about growth trends and opportunities for advisers in Latin America.
July 02, 2019 | Runtime: 4:17
Mike Row of BNY Mellon Pershing shares his thoughts on the changes in the broker-dealer space.
July 02, 2019 | Runtime: 4:13
Albridge's Marc Butler on the benefits of collecting clean data.
July 02, 2019 | Runtime: 4:06
Katie Swain from BNY Mellon Pershing on her thoughts surrounding high-net worth investors.
June 28, 2019 | Runtime: 3:01
Skyview's Aaron Hasler lays out some pitfalls of succession planning, and a few tips to improve the process.
June 28, 2019 | Runtime: 3:57
BNY Mellon Pershing's Christina Townsend reminds advisers that as important as fintech seems, it's only a means to an end. Find out what's really important here.
June 28, 2019 | Runtime: 3:23
BNY Mellon Pershing's Rob Cirrotti discusses simplification, vendor consolidation and scaling for growth in the managed account space.
June 28, 2019 | Runtime: 5:19
Michael Kitces, who has his finger on the pulse of the industry, discusses what's top of mind now. Here's a hint: Fiduciary regulation.