Post by BNY Pershing
63,427 followers
We’re kicking off #EliteAdvisorSummit from Bluffton, South Carolina. 🌴 Last night, the BNY 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!