Pershing’s Christina Townsend: Advisers want personalized digital solutions for clients
New prospecting tools can help advisers keep a focus on attracting new clients, according to the director and head of platform strategy for BNY Mellon's Pershing Advisor Solutions.
“We see the role of the custodian rapidly evolving and that’s because clients have unique demands and new demands of their advisors. So the landscape is changing.”
