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BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. BNY 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, BNY Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally.
🌊 It was great to see so many industry leaders come together at Future Proof Festival in Huntington Beach.
The BNY team spent the week connecting, sharing perspectives and discussing the trends driving the future of wealth management. Adam Vos, Global Head of Wealth Solutions, took the mainstage to discuss how firms are bringing together technology, investment access and platform capabilities to meet the evolving needs of clients.
A few highlights from our time onsite 📸☀️
The latest edition of BNY Pershing Next is here. 🚀
Explore new ideas for redesigning wealth management operating models, engaging more women as their influence over wealth grows and navigating the path to #RIA independence.
And if you’re heading to Future Proof this week, look for the BNY team onsite at Huntington Beach. ☀️
Read the newsletter for more insights shaping what’s next in wealth management. 👇
Twenty-five years later, we still remember. 🇺🇸
Kevin McCarthy, BNY General Counsel and member of the 9/11 Memorial & Museum Board of Trustees, shares his personal connection to the events of that day, and the importance of keeping its memory and meaning alive for generations to come.
We join the City of New York and communities around the world in honoring the nearly 3,000 lives lost, and the survivors, first responders and families forever changed. This remembrance is deeply personal for BNY. Our current headquarters stands mere blocks from the World Trade Center, and we were one of the first companies to support the creation of the 9/11 Memorial & Museum.
Today, that responsibility is reflected in the places and stories we help to preserve. The Survivors' Stairs—one of the last visible remnants of the World Trade Center, used by hundreds to escape that day—stands as a powerful symbol of resilience and renewal. BNY is proud to support the Museum's new “In Their Honor: 25 Years of 9/11-Inspired Service" exhibit, helping younger generations learn about that day and carry its meaning forward.
We remember. We reflect. And together, we ensure their stories endure. #NeverForget
At BNY, we all share one common goal: to be more for our clients.
Our commitment to this goal was on full display at Commercial Liftoff 2026, where we brought the full power of the firm together on their behalf. More than 550 leaders from 66 cities came together in #NYC for three days of sharing ideas, strengthening connections and exploring new ways to help clients navigate an increasingly complex financial landscape.
From enhancing how we collaborate across teams to leveraging innovative capabilities and technologies, we’re delivering greater value, deeper insights and better outcomes for our clients.
🎥 Watch our recap video to see how we're continuing to evolve, strengthen our expertise and work as One #BNY to help our clients achieve more.👇
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 ➡️ http://ms.spr.ly/6044aueA2
🌊 The future of wealth management isn't five years away. It's being shaped right now.
Adam Vos, Global Head of Wealth Solutions, will join fellow industry leaders on the mainstage at this year's Future Proof 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.
📍 PCH Stage
📅 September 16
🕒 3:30-4:15 p.m.
We'll be on site all week along with our colleagues from BNY Investments. Visit the BNY booth in Zone 1 to learn more and connect with our team.
See you in Huntington Beach. ☀️
https://lnkd.in/gimBKXSm
Why not go fully independent?
It's a question more hybrid advisors appear to be asking.
According to the Cerulli Associates U.S. RIA Marketplace report, nearly one-third of independent broker-dealer (#IBD) advisors have considered opening an #RIA in the past 12 months.
The trend reflects a growing focus on control, flexibility, and long-term value as advisors shape the future of their businesses.
Adam Vos has spent more than 25 years across global capital markets and wealth management.
Today, as Global Head of Wealth Solutions at BNY, Adam leads the businesses spanning BNY Pershing/Wealth Services and BNY Managed Accounts Solutions, serving clients across the wealth ecosystem.
Previously, Adam served as Global Head of Markets at BNY and held executive roles at Deutsche Bank.
Catch Adam at Future Proof Festival in Huntington Beach, September 14–17.
