The next phase of #RIA growth will be powered by one thing: connection. In his latest article for @wealth_mgmt, @BNYglobal's Adam Vos explores why creating systems that work together is becoming increasingly important as investor expectations evolve. 👉 ms.spr.ly/6010atcgC

✨ The #tech is ready. What firms build around it is what makes the difference. In his latest article, @BNYglobal's Ranjit Samra explores seven ways wealth management firms can rethink operating models, unlock greater value from tech investments and prepare for what's next in an AI-driven industry. ms.spr.ly/6012aUzCi

Success in wealth management isn't just about having the right capabilities. It's about bringing them together in the right way. At BNY Pershing, we help connect the systems, services and expertise that support wealth intermediaries as they grow and evolve. From global market access to operational scale and institutional strength, we help connect the capabilities wealth firms rely on to serve advisors and clients. 🤝 Stronger connections create stronger possibilities. 🤝

As demographics shift and technology advances, advisors are finding new ways to grow and serve clients. BNY Pershing’s Nancy Gordon joined @RIAChannel’s Julie Cooling for a discussion on trends shaping advisor growth, including succession planning, digital marketing, #AI and the increasing influence of women in wealth management. Tune in for the full interview from #realinsite: ms.spr.ly/6017aPhhN @RIADatabase

@BNYglobal's Adam Vos will join fellow industry leaders on the mainstage at this year's @FutureProof_HQ Festival to discuss the trends and turning points reshaping wealth and asset management, from AI and private markets to evolving client expectations and business models. Visit the BNY booth to learn more and connect with our team. See you in Huntington Beach! ☀️

What would change if you built your firm as if you were selling it tomorrow? Even if a transaction isn't part of your long-term plan, the disciplines that make firms attractive to potential buyers can also help strengthen operations, support growth, and create more options for the future. BNY Pershing's Christina Townsend shares four areas #RIAs can focus on today, from financial readiness and talent strategy to scalable processes and client experience. Read more ➡️ ms.spr.ly/6018aMjSm

The most valuable takeaways from an industry event often come from the conversations that continue long after it ends. At this year’s BNY INSITE, Chris Keller of Benjamin F. Edwards joined BNY Pershing’s Christina Townsend to reflect on the relationships, insights and collaboration that make #realinsite a meaningful forum for wealth management leaders. As firms navigate a rapidly changing landscape, sharing ideas and learning from one another remains a powerful driver of progress. Watch the full interview with @RIAChannel here: lnkd.in/eg3aKVM3 @RIADatabase

More than 550 commercial leaders from around the world came together for @BNYglobal’s Commercial Liftoff, and there was no shortage of energy, ideas or momentum. Over three days, teams from across the firm connected on how we can keep building stronger relationships, stay prepared and raise the standard for how we deliver. We’re excited to bring that energy back to BNY Pershing and keep turning great conversations into action for the clients we serve. A big thank you to everyone who participated and to the teams who brought Commercial Liftoff to life.

How are firms translating AI's potential into real business impact? We connected with @BNYglobal's Farayi Chimbangu at #realinsite to discuss operating model transformation, the importance of strong data foundations, and how firms can balance innovation, governance, and client experience as they grow. 📽️ Tune in for more.

Women are expected to control a significant share of intergenerational wealth in the coming decades, prompting firms to rethink how they connect with clients and deliver meaningful advice. In our next BNY Advisor Growth Network (AGN) Momentum Series webinar, BNY Pershing's Pablo Cerrilla will moderate a discussion on how leading firms are moving beyond segmentation to create more intentional client experiences that deepen relationships and drive growth. 📅 August 18 at 2 p.m. ET 👉 Learn more and register: ms.spr.ly/6015aHTrh