Client Referral Programs
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BNY Pershing, Goldman’s Ayco Start Client Referral Programs
Yahoo Finance· 2026-01-08 05:08
“As the world’s largest custodian, BNY has a unique opportunity to match advisors and investors across our ecosystem,” Ben Harrison, global head of client coverage, said in a statement. “We plan to launch BNY Advisor Match later this year—a digital-first referral program that will help BNY Pershing clients scale organic growth through a new channel of qualified leads as more investors seek financial advice.”BNY Pershing, which already has a website for the program that says “Coming soon!”, positioned the pr ...