JERSEY CITY, N.J., April 15, 2015 /PRNewswire/ -- The growth of
global wealth, new and wide ranges of investment solutions and
changing client expectations are just a few of the factors that are
rapidly redefining today's business environment for advisors,
broker-dealers and other professionals in our industry. They are
also among the important developments in the marketplace that will
be explored at INSITE 2015, the annual event for advisors hosted by
Pershing LLC, a BNY Mellon company. This year's conference will
take place June 3-5 at a new
location, The Hyatt Regency Orlando in Florida.
INSITE 2015 will feature nearly 40 sessions to provide attendees
with actionable ideas and steps to navigate the industry's emerging
trends around technology, regulation and practice management. Each
year, more than 2,000 attendees—composed of investment
professionals, RIAs, dually registered and hybrid advisors as well
as senior-level product and marketing executives, come to INSITE.
Attendees will have the opportunity to make valuable connections
with success-minded peers and learn from dynamic speakers
consisting of the industry's prominent thought leaders, top
vendors, and Pershing executives.
This year INSITE will feature keynote remarks from:
- Madeleine K. Albright,
the first woman to be named Secretary of State of the United States (1997 to
2001). Chair of Albright Stonebridge Group, a global strategy
firm, and chair of Albright Capital Management LLC, an investment
advisory firm focused on emerging markets.
- Dr. Ben S. Bernanke,
two-term chairman of the Board of Governors of the Federal Reserve
System (2006 to 2014). Dr. Bernanke also served as chairman of the
Federal Open Market Committee and, earlier, was chairman of the
President's Council of Economic Advisers.
- Derek Jeter, a five-time
World Series champion and New York Yankees captain. Now
retired, Mr. Jeter is pursuing philanthropic and entrepreneurial
ventures. He has launched a successful multimedia website and
produced two New York Times bestsellers
through his publishing imprint.
- Leon E. Panetta, the
23rd Secretary of Defense (2011 to 2013). Before joining the
Department of Defense, Mr. Panetta served as the Director of the
Central Intelligence Agency (2009 to 2011).
The nature of the business landscape in 2015 calls for advisors
to constantly identify new solutions and effective ideas to grow
their business. Presentations and sessions will center on the
conference's key themes for 2015:
- Manage and Protect Your Clients' Wealth: Discover new
strategies to deliver more for your clients, as well as open new
channels for growth.
- Position Yourself for Growth: Gain perspectives on
creating your distinctive value proposition, developing new client
relationships and deepening existing ones.
- Rev Up Your Retirement Practice: Learn how to make the
most of today's fast-growing retirement market with new ideas and
solutions that benefit you and your clients.
- Stay Ahead of the Regulatory Curve: In today's
fast-changing global regulatory environment, learn about the issues
that impact your clients and business the most.
- Transform Through Technology: Uncover solutions that are
ever-evolving and embrace what lies ahead to enhance the way you do
business.
"Over the 16-year history of INSITE, the conference has evolved
with the changing landscape of the industry and continues to be the
event advisors turn to for actionable ideas to grow their
business," said Maureen Duff, global
head of marketing at Pershing. "INSITE 2015 provides an opportunity
for the profession to gather and gain tools and ideas to better
serve the needs of investors in today's era where consumer
expectations are higher than ever. We are also excited to host this
year's conference at a new location to meet the growing demand from
advisors and other investment professionals who wish to
attend."
INSITE 2015 will provide attendees with a first-hand look at
Pershing's newest innovations and the chance to test drive them.
The exhibit hall will feature over 140 industry leading
organizations, including asset management and technology providers
that are integrated into Pershing's NetX360® platform.
Attendees can receive continuing education credits from
eligible educational sessions. This year Pershing is introducing a
premier networking event, the INSITE Block Party at Pointe Orlando,
an opportunity for attendees to connect and network with each
other.
To learn more, stay-up-to date on the latest conference
announcements and to register, please visit
www.INSITE2015.com. Join the conversation by following
@Pershing on Twitter and search for the hashtag
#PershingINSITE.
About Pershing
Pershing and its affiliates provide
global financial business solutions to advisors, asset managers,
broker-dealers, family offices, registered investment advisor firms
and wealth managers. A financial services firm located in 23
offices worldwide, Pershing provides business-to-business solutions
to clients representing 5.8 million active investor accounts on the
U.S. platform. Pershing affiliates are members of every major U.S.
securities exchange, and its international affiliates are members
of the Deutsche Borse, Australian Stock Exchange, Irish Stock
Exchange, London Stock Exchange and Toronto Stock Exchange.
Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company.
Additional information is available on pershing.com, or follow us
on Twitter @Pershing.
About BNY Mellon
BNY Mellon is a global investments
company dedicated to helping its clients manage and service their
financial assets throughout the investment lifecycle. Whether
providing financial services for institutions, corporations or
individual investors, BNY Mellon delivers informed investment
management and investment services in 35 countries and more than
100 markets. As of Dec. 31, 2014, BNY
Mellon had $28.5 trillion in assets
under custody and/or administration, and $1.7 trillion in assets under management. BNY
Mellon can act as a single point of contact for clients looking to
create, trade, hold, manage, service, distribute or restructure
investments. BNY Mellon is the corporate brand of The Bank of New
York Mellon Corporation (NYSE: BK). Additional information is
available on www.bnymellon.com, or follow us on Twitter
@BNYMellon.
Contact:
Paul Patella
+1 201 413 3609
paul.patella@pershing.com
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SOURCE BNY Mellon