BNY Pershing @Pershing

Reaching the next generation of investors takes more than a marketing refresh. It requires a shift in how advice is delivered. Younger investors are less likely to rely on referrals, more likely to expect personalized guidance and often researching advisors online before they ever make contact. Our latest article outlines seven steps to help firms connect, convert and stay relevant 👉 ms.spr.ly/6017vgvN3

Can’t make it to @BNYglobal's #realinsite? You don’t have to miss it 🙌 Here’s how to join us: 1️⃣ Register as a Virtual Attendee 2️⃣ Watch your inbox for access details 3️⃣ Save the date for INSITE Live 4️⃣ Log in and stream the sessions 👉 ms.spr.ly/6010vklE8

Capital markets are shifting to an always on model, and client expectations continue to rise. At #realinsite, BNY CEO Robin Vince and Chief Product & Innovation Officer Carolyn Weinberg will take the stage to discuss how @BNYglobal is advancing the future of finance and harnessing technologies like #AI and digital assets to better serve clients across the ecosystem. Learn more 👉 ms.spr.ly/6017vVTrH

As Noam Tasch, Head of Platform Sales, shares, this year’s #realinsite Exchange is designed to deliver a hands-on experience with @BNYglobal platforms and solutions through interactive demos, guided walkthroughs and 1:1 conversations with the teams behind the tools. 🌄 Join us in the mountains June 1–4: ms.spr.ly/6018vRDsg

As more advisors consider independence, the #breakaway environment is becoming increasingly complex. 🔍 Join us on May 13 at 2PM ET for the next @BNYglobal Advisor Growth Network (AGN) Momentum Series webinar, focused on helping #advisors understand today’s evolving transition environment and how to mitigate risk along the way. 👉 Learn more and register: riachannel.com/bny

#realinsite 2026 is where the future of wealth takes shape. 📍Join @BNYGlobal and industry leaders June 1–4 in Aurora, CO, for mainstage conversations on growth, opportunity and what’s next for advisors – featuring Robin Vince, Carolyn Weinberg, Jose Minaya, Adam Vos and more. INSITE 2026 brings the breadth of #BNY’s solutions to life, pairing expert insights with real-world capabilities designed to support efficient operations, enhanced client experiences and better outcomes across the financial lifecycle. More: bny.com/corporate/glob…

🧭 Independence is not the absence of constraints. It is clarity on who gets to decide. Independent #RIAs still operate within regulatory requirements and technology constraints. That control lets advisors design the choices that shape the client experience, including pricing, service model, staffing, #tech and brand. 🔎 Explore more FAQs: ms.spr.ly/6015Q2j35

Secretary Condoleezza Rice will join @BNYglobal’s Jennifer Xi on the #realinsite mainstage to offer an actionable perspective on today’s geopolitical environment. The discussion will address current global dynamics, potential developments ahead and considerations for decision-making through uncertainty. Join the conversation at INSITE 2026: ms.spr.ly/6014QLywA

Pleased to announce a new strategic relationship with Hoxton Wealth. This exciting milestone highlights the strength of our investment operations capabilities and our focus on global connectivity. We look forward to collaborating with colleagues across the #US and #EMEA to support Hoxton’s cross-border financial operations and drive client success.

Great conversations, strong connections and plenty of sunshine at @FutureProof_HQ Citywide in Miami Beach 🌴☀️ The @BNYglobal team spent time connecting with clients and industry peers across the wealth management community. @Pershing's Ben Harrison brought his perspective to the mainstage, sharing how firms are using #AI to support growth while keeping trust, relationships and the human side of advice front and center. Thanks to everyone who stopped by the booth, joined the discussion and made it such a great few days.

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From start to finish, this year's #EliteAdvisorSummit was about momentum and clarity. The conversations reflected how we’re bringing together the full power of @BNYglobal to support our clients—connecting capabilities, showing up in new ways and staying focused on what drives long‑term value in a rapidly evolving industry. A sincere thank you to our clients, sponsors and the #BNY team for making Elite a true success.

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Yesterday's #EliteAdvisorSummit sessions focused on how the industry is evolving in real time. Leaders from @BNYglobal shared how the firm is applying technology and #AI across the enterprise to create capacity and resilience, while reinforcing the role of trust, connection and long‑term thinking in driving progress.

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We kicked off #EliteAdvisorSummit from Bluffton, SC. 🌴 Last night, the @BNYglobal team hosted a welcome reception for clients and attendees, setting the tone for the days ahead which will focus on connection, momentum and fresh perspective. Today, we’re diving into a full agenda centered on the ideas shaping the future of wealth management, from innovation and growth to how firms are evolving to meet the changing needs of clients. 🤝 Stay tuned for more updates from Elite!

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Your clients are unique. Your business model should be too. 💡 Choosing the right #RIA structure is a key part of building a firm that reflects how you serve clients and where you want to go next. Understand your choices. Choose what fits. Move forward with confidence. Explore your options: 🔗 ms.spr.ly/6016QRnlE

As #BNY continues to deliver more for clients and accelerate growth across key areas of business, we are excited to announce updates to the exec leadership team: ► Adam Vos will become Global Head of Wealth Solutions, overseeing @Pershing and BNY Archer Managed Account Solutions, bringing these businesses together to enable better client service with scalable, end-to-end offerings. ► James T. Crowley will step into the newly created role of Executive Vice Chair, broadening his ability to strengthen and expand client engagement across the enterprise. ► Laide Majiyagbe will join the Executive Committee and become Global Head of Markets, building on the momentum across BNY's #FX, Fixed Income and Equities, Liquidity and Financing and Execution Services businesses. BNY continues to enhance the alignment of its platforms and people across the enterprise, supporting better client outcomes while delivering innovative solutions for businesses everywhere. Learn more: bny.com/corporate/glob…

INSITE 2026 registration is OPEN! 🏔️ We’re taking #realinsite to new heights where big ideas meet brighter horizons, and the industry comes together to elevate what’s possible. Secure your spot at the summit 🚩ms.spr.ly/6010Qzqwr 📅 June 2–4 📍 Aurora, CO 🏨 Gaylord Rockies

We're proud to be recognized by @FortuneMagazine as one of the “World’s Most Admired Companies” for the 29th time. This honor reflects the unwavering commitment of our people to continuously innovate by staying curious and being more for our clients. We're eager to unlock even greater potential for ourselves and our clients as we embark on the next phase of our transformation. More: bny.com/corporate/glob… #LifeAtBNY

Independence opens new opportunities, but it starts with getting the economics right. Advisors exploring a breakaway are zeroing in on the essentials—funding, compensation, operating leverage and how margins shift when you invest for growth. 📈 See why more #advisors are choosing independence 🔗 ms.spr.ly/6011Q8e0f

Breakaway momentum is all about collaboration. 🤝 61% of #advisors team up to start new practices, making it the top transition approach. 👉 Map your path to independence and learn how @Pershing can help: ms.spr.ly/6018tfNSm

BNY announces strong fourth quarter and full-year 2025 financial results. $BK #CEO Robin Vince commented: “2025 was another successful year for #BNY. We delivered record net income of $5.3 billion on record revenue of $20.1 billion and generated an #ROTCE of 26%. On the back of eight consecutive quarters of positive operating leverage, we grew earnings per share by 28% year-over-year and returned $5.0 billion of capital to our shareholders. Three years ago, we embarked on a multi-year transformation of BNY. Two years ago, we communicated our strategic roadmap and a set of medium-term financial targets for what we viewed as the first, foundation-setting phase of that work. The pace of progress and our results to date demonstrate that the strategy is working. Today, we are raising the bar. With the foundations in place, we expect to realize greater scale and growth opportunities across our platforms. Our new medium-term financial targets represent the next milestones on our path to unlocking BNY’s full potential over the long-term. I want to thank our teams around the world for their dedication to our clients and their commitment to reimagining BNY. We are entering 2026 with positive momentum and excited for the work ahead of us to deliver increased value for our clients and shareholders.” For more information, visit: bny.com/corporate/glob…