BNY PERSHING/
WEALTH SERVICES
WEALTH SERVICES
Attracting and retaining affluent clients by successfully providing a broad array of services is the objective of most financial advisors. Toward that end, BNY Pershing in partnership with WealthManagement IQ recently conducted two related surveys that contained questions about advisor performance. In the first, advisors were asked for their views on how high-net-worth (HNW) and ultra-high-net-worth (UNHW) clients perceive them in the areas of service delivery, product knowledge and overall satisfaction. In the second survey, HNW and UHNW investors gave their views on the same issues. The areas where the views of advisors and investors align as well as diverge are illuminating.
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