Pershing's Advisors-in Transition Program

Pershing LLC, a BNY Mellon company, is the industry's largest global business solutions provider, with more customers who clear with Pershing than with any other firm. Pershing offers unequaled experience built over seven decades of serving financial organizations of every size and business model. Pershing offers unequaled experience built over seven decades of serving financial organizations of every size and business model.

The Advisor in Transition program offers wirehouse advisors a one-stop resource for objective career transition information. Through the Advisor in Transition web site, wirehouse advisors can access innovative tools, industry insights and information, and support that addresses critical business decisions ranging from selecting the appropriate affiliation model, corporate structure, and staffing plans, to operational and technological needs and strategies for competitive differentiation.

One of the highlights of the program is the access to objective guidance from industry specialists. Wirehouse advisors will have the ability to directly contact the specialists in confidence as they evaluate the business model options. Also included in the program is a Business Model Evaluator tool, which enables wirehouse advisors to find the right affiliation model that matches their profile and preferences and helps them decide if they are ready to launch a new business.

www.advisorintransition.com