Lincoln Investment's conversion of its Solutions assets to a single custodial platform, supported by BNY Mellon's Pershing, will be a game-changer for the wealth management industry. The move represents a strategic shift towards streamlining operations and enhancing efficiency for both Lincoln Investment and its clients.
Amid the boom in wealth management M&A, it turns out that it's not just giant B-Ds like LPL or Osaic that are making deals. Lincoln Investment's partnership with BNY Mellon's Pershing is a testament to the company's commitment to staying competitive and innovative in a rapidly evolving landscape.
The top executive at BNY Mellon's custody and clearing subsidiary sets his sights on enabling advisors to spend less time doing mundane tasks and more time focusing on client relationships. This focus on efficiency and client satisfaction is a key driver behind the partnership between BNY Mellon's Pershing and Lincoln Investment.
Thank you for sharing! BNY Mellon's Pershing and Lincoln Investment are expanding their longtime clearing partnership as Lincoln transitions to a single custodial platform. This move will not only benefit the companies involved but also improve the overall client experience.
Lincoln's independent broker-dealer and registered investment advisory firms, including a national network of financial professionals, are set to benefit from the partnership with BNY Mellon's Pershing. The collaboration will provide enhanced support and resources for advisors to better serve their clients.
Commonwealth Lures $3B San Diego Team From Lincoln Investment. With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to join Commonwealth. This move highlights the competitive nature of the wealth management industry and the importance of finding the right partner.
A Lincoln Financial sale of its broker-dealer and registered investment advisory firms netted $650 million. This strategic move will allow Lincoln Investment to focus on its core business and further strengthen its partnership with BNY Mellon's Pershing.
Lincoln was founded more than 10 years ago with one aim: to make wealth management work for our clients. We are a genuinely independent wealth management firm that prioritizes client satisfaction and long-term relationships. The partnership with BNY Mellon's Pershing is a testament to our commitment to excellence in the industry.
