BNY Pershing

Save the date! INSITE is heading to the Rocky Mountains in 2026. ⛰️ Mark your calendar for June 2-4 for an elevated #realinsite experience at the Gaylord Rockies Resort & Convention Center.

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.

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.

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.

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!

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…

As we approach our company-wide recharge period 🧘, we extend our warmest holiday wishes to clients, colleagues and friends across the globe. Thank you for being part of our journey; we’re grateful for your trust, collaboration and support in innovating for the future. Here’s to a bright New Year and the opportunities we’ll continue to unlock together. #HappyHolidays from #BNY 🎁

We’re thrilled to announce a new strategic relationship with @SteelPeakWealth. This exciting milestone connects our clearing, custody and technology capabilities with SteelPeak’s advisor-centric operations to help streamline advisor workflows and operational processes for advisors and their clients. Here’s to a future of shared success, collaboration and agility.

What great energy at @insigneogroup’s Sevilla Summit! ⚡ @Pershing’s Ben Harrison covered #AI and alts for next gen clients, while John Ward discussed scaling the firm of the future with culture and discipline. Thanks to the #InsigneoSummit team for a great event!

Investors want more control and digital-first engagement. Leading firms are reimagining service models to become indispensable collaborators. 🌐 In our latest insights article, @Pershing's Nancy Gordon explains what’s changing and why it matters. 🔗 Read more: ms.spr.ly/6013tmGw1

#ICYMI: BNY Pershing was named Prime Broker of the Year (Mid Sized Clients) at the @globalcustodian Industry Leaders Awards. 🙌 This recognition reflects the innovation, collaboration and client impact our Prime team helps @BNYglobal deliver every day. A huge thanks to the team for representing the us at the #GCAwards. 🏆 See all the awardees here: ms.spr.ly/6011tcV17

#IntervalFunds continue to gain momentum industry-wide, with assets reaching ~$115B through Q3 2025, supported by a record pace of new fund launches this year. With @Pershing clients, Sept. 30 Interval Fund AUM is up 21% from YE 2024 and 50% from YE 2022, according to #BNY Growth Dynamics data. While #PrivateCredit remains the leading growth engine, real estate and private equity/VC strategies are also contributing meaningful gains. Get in touch with our Growth Dynamics team for more: bny.com/corporate/glob…

Whether your exit is next year or decades away, building an advisory firm as if you planned to sell creates powerful options. Inspired by her @FutureProof_HQ, @Pershing’s Christina Townsend shares four ways #RIAs can boost value and prep for M&A in our latest insights article. 📖 Read more: ms.spr.ly/6017tjiP7