Pershing

What’s Top of Mind for Advisory Firms?


InvestmentNews and BNY Mellon Pershing’s 2021 Adviser Benchmarking Studies

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This year marks the 30th anniversary of BNY Mellon | Pershing and InvestmentNews’ annual Adviser Benchmarking Studies, and the unique opportunity to explore the impact of a new decade and pandemic year on the advisory industry. We continue to focus on the two hottest topics for advisory firms – pricing and profitability, and compensation and staffing.

Insights from this year’s studies include:

  • How firms attracted, managed and rewarded talent during a pandemic
  • Perspectives from a cross-section of the advisory industry in terms of firm size and geography
  • Overview of major industry trends and best practices - including median revenue, growth, productivity, incentive compensation for staff and professionals, training and development, and career tracks