Technology Solutions Must Deliver the Best Client Experience Across the Wealth Management Landscape – RESEARCH

At INSITE 2018, BNY Mellon's Pershing called on attendees to rethink how they leverage technology and streamline the investor experience to combat increased competition from both rival firms and tech upstarts. Pershing's Chief Information Officer Ram Nagappan urged advisors to avoid falling into the common misconception that only younger generations…