Leadership Changes & Value-Based Custody Pricing at BNY Mellon | Pershing

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LISTEN TO ADDITIONAL EPISODES

On this episode of GetClarity, Shad Besikof, President & COO of TruClarity Management Solutions, is joined by his former colleague, Ben Harrison, Managing Director for Advisor Solutions at BNY Mellon | Pershing. Tune in as Shad and Ben virtually connect on new leadership changes, future visions for Pershing and details on how their updated value-based custody approach will lead them to become the largest RIA custodian. Ben shares his insights on what RIAs can gain by partnering with Pershing to transition from their current framework into an entrepreneurial business. Ben also addresses the current pandemic and how it reflects the resiliency of this business model through the use of cloud-based, flexible infrastructures.

About our guest: Launching his career with TD Waterhouse Institutional, Ben spent the last 20 years serving registered investment advisors (RIAs). In 2006, he joined Pershing Advisor Solutions and now heads up the business and is a member of their Executive Committee.  BNY Mellon | Pershing is committed to the RIA custody business and is built to serve growth-minded, professionally managed firms.

We hope you gain valuable insights from this GetClarity podcast episode!

Want to learn more about advisor independence? Contact TruClarity Management Solutions COO & President, Shad Besikof, [email protected].

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