The most memorable conversations at #realinsite went beyond tech and trends. They focused on people, their priorities, and the outcomes they're building across generations. The pace of change isn't slowing, and neither is our commitment to innovation. At @BNYglobal, we're proud to help shape what's next alongside the clients who make it possible. Relive the conversations, connections and moments that defined INSITE 2026. 📍 Next stop: National Harbor, Maryland 📅 INSITE 2027 | June 7–10, 2027

At @BNYglobal, we are scaling a data-driven operating model that leverages advanced #AI capabilities to elevate service quality and strengthen risk and control outcomes for our clients. This evolution reflects our commitment to be more for our clients, run our company better, and power our culture - delivering reliable, consistent, and timely service grounded in disciplined governance and responsible AI practices. As part of this effort, we have implemented AI-enabled workflow to support asset movement processing to reduce friction across the client experience. Embedded directly into our core operations, these capabilities enhance end-to-end efficiency and quality with each interaction. Our objective is straightforward: deliver faster, more seamless outcomes with reinforced controls - so clients can operate with greater confidence and clarity.

Success in wealth management isn't just about having the right capabilities. It's about bringing them together in the right way. At BNY Pershing, we help connect the systems, services and expertise that support wealth intermediaries as they grow and evolve. From global market access to operational scale and institutional strength, we help connect the capabilities wealth firms rely on to serve advisors and clients. 🤝 Stronger connections create stronger possibilities. 🤝

As demographics shift and technology advances, advisors are finding new ways to grow and serve clients. BNY Pershing’s Nancy Gordon joined @RIAChannel’s Julie Cooling for a discussion on trends shaping advisor growth, including succession planning, digital marketing, #AI and the increasing influence of women in wealth management. Tune in for the full interview from #realinsite: ms.spr.ly/6017aPhhN @RIADatabase

What would change if you built your firm as if you were selling it tomorrow? Even if a transaction isn't part of your long-term plan, the disciplines that make firms attractive to potential buyers can also help strengthen operations, support growth, and create more options for the future. BNY Pershing's Christina Townsend shares four areas #RIAs can focus on today, from financial readiness and talent strategy to scalable processes and client experience. Read more ➡️ ms.spr.ly/6018aMjSm

The most valuable takeaways from an industry event often come from the conversations that continue long after it ends. At this year’s BNY INSITE, Chris Keller of Benjamin F. Edwards joined BNY Pershing’s Christina Townsend to reflect on the relationships, insights and collaboration that make #realinsite a meaningful forum for wealth management leaders. As firms navigate a rapidly changing landscape, sharing ideas and learning from one another remains a powerful driver of progress. Watch the full interview with @RIAChannel here: lnkd.in/eg3aKVM3 @RIADatabase

More than 550 commercial leaders from around the world came together for @BNYglobal’s Commercial Liftoff, and there was no shortage of energy, ideas or momentum. Over three days, teams from across the firm connected on how we can keep building stronger relationships, stay prepared and raise the standard for how we deliver. We’re excited to bring that energy back to BNY Pershing and keep turning great conversations into action for the clients we serve. A big thank you to everyone who participated and to the teams who brought Commercial Liftoff to life.

How are firms translating AI's potential into real business impact? We connected with @BNYglobal's Farayi Chimbangu at #realinsite to discuss operating model transformation, the importance of strong data foundations, and how firms can balance innovation, governance, and client experience as they grow. 📽️ Tune in for more.

Women are expected to control a significant share of intergenerational wealth in the coming decades, prompting firms to rethink how they connect with clients and deliver meaningful advice. In our next BNY Advisor Growth Network (AGN) Momentum Series webinar, BNY Pershing's Pablo Cerrilla will moderate a discussion on how leading firms are moving beyond segmentation to create more intentional client experiences that deepen relationships and drive growth. 📅 August 18 at 2 p.m. ET 👉 Learn more and register: ms.spr.ly/6015aHTrh

Turn a complex transition into a clear action plan. Whether you're exploring independence or actively planning your next move, our #RIA Due Diligence & Transition Checklist can help you navigate the key decisions involved in launching and growing your firm. Download now 👉 ms.spr.ly/6012vA52G

$BNY announces strong second quarter 2026 financial results. CEO Robin Vince commented: “In a dynamic market, BNY delivered another strong quarter with robust organic growth, once again demonstrating BNY’s position at the heart of the world’s capital markets. Enabled by our new commercial and platform operating models, our people are coming together to support our clients and deliver strong financial performance. We grew revenue by 13% year-over-year to a record $5.7 billion and generated 600 basis points of positive operating leverage, a pre-tax margin of 40% and an ROTCE of 31%. Growth was broad-based across Securities Services, Market and Wealth Services and Investment and Wealth Management, reflecting healthy client activity as well as the impact of our continuous investments and strategic actions to enable differentiated solutions for our clients. We also achieved another quarter of record sales. Halfway through the year, our performance underscores BNY’s strong momentum, and our teams around the world remain focused on delivering more for our clients and shareholders.” For more information, visit: bny.com/corporate/global/en/… #BNY #Earnings

📈 Global financial wealth is projected to grow ~7% annually through 2030. The opportunity is significant—but capturing it requires an operating model built for scale. #BNY Institute draws on #realinsite 2026 conversations with wealth management leaders to surface a practical framework for rebuilding wealth firm operating models for adaptability­ around data architecture, #AI and segment-precision growth. 📄 Read it here: bny.com/corporate/global/en/…

For 250 years, #America’s story has been defined by innovation, resilience and the pursuit of new possibilities. #BNY has had the privilege of being here from the start, supporting America's growth by helping businesses thrive, markets evolve and economies move forward. Here’s to the next 250 years and advancing the future of finance. #IndependenceDay 🇺🇸

Reaching the next generation of investors takes more than a marketing refresh. It requires a shift in how advice is delivered. Younger investors are less likely to rely on referrals, more likely to expect personalized guidance and often researching advisors online before they ever make contact. Our latest article outlines seven steps to help firms connect, convert and stay relevant 👉 ms.spr.ly/6017vgvN3

Can’t make it to @bnyglobal's #realinsite? You don’t have to miss it 🙌 Here’s how to join us: 1️⃣ Register as a Virtual Attendee 2️⃣ Watch your inbox for access details 3️⃣ Save the date for INSITE Live 4️⃣ Log in and stream the sessions 👉 ms.spr.ly/6010vklE8

Capital markets are shifting to an always on model, and client expectations continue to rise. At #realinsite, BNY CEO Robin Vince and Chief Product & Innovation Officer Carolyn Weinberg will take the stage to discuss how @BNYglobal is advancing the future of finance and harnessing technologies like #AI and digital assets to better serve clients across the ecosystem. Learn more 👉 ms.spr.ly/6017vVTrH

As Noam Tasch, Head of Platform Sales, shares, this year’s #realinsite Exchange is designed to deliver a hands-on experience with @BNYglobal platforms and solutions through interactive demos, guided walkthroughs and 1:1 conversations with the teams behind the tools. 🌄 Join us in the mountains June 1–4: ms.spr.ly/6018vRDsg

As more advisors consider independence, the #breakaway environment is becoming increasingly complex. 🔍 Join us on May 13 at 2PM ET for the next @BNYglobal Advisor Growth Network (AGN) Momentum Series webinar, focused on helping #advisors understand today’s evolving transition environment and how to mitigate risk along the way. 👉 Learn more and register: riachannel.com/bny

#realinsite 2026 is where the future of wealth takes shape. 📍Join @BNYGlobal and industry leaders June 1–4 in Aurora, CO, for mainstage conversations on growth, opportunity and what’s next for advisors – featuring Robin Vince, Carolyn Weinberg, Jose Minaya, Adam Vos and more. INSITE 2026 brings the breadth of #BNY’s solutions to life, pairing expert insights with real-world capabilities designed to support efficient operations, enhanced client experiences and better outcomes across the financial lifecycle. More: bny.com/corporate/global/en/…

🧭 Independence is not the absence of constraints. It is clarity on who gets to decide. Independent #RIAs still operate within regulatory requirements and technology constraints. That control lets advisors design the choices that shape the client experience, including pricing, service model, staffing, #tech and brand. 🔎 Explore more FAQs: ms.spr.ly/6015Q2j35