Podcasts by Zoom In
A podcast series from BNY Mellon's Pershing that brings you unique perspectives on financial services industry trends and hot topics to help your business thrive.
Further podcasts by BNY Mellon's Pershing
Podcast on the topic Wirtschaft
All episodes
Personal Resilience: The Key to a Healthy Mind from 2021-06-09T16:45:43
This episode is part of a special three-part series complementing our virtual INSITE conference. Kumar Kymal, Global Head of Compensation, Wellbeing & Benefits, BNY Mellon, and Dr. Andrew Sh...
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Crypto101 - Why Digital Assets are Here to Stay from 2021-06-09T14:44:30
This episode is part of a special three-part series complementing our virtual INSITE conference. Adam Verchinski, Vice President, BNY Mellon Pershing and Lory Kehoe, Director of Digital Assets a...
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The Advisor of Tomorrow: Making the Shift from Service to Experience from 2021-06-08T13:38:58
This episode is part of a special three-part series complementing our virtual INSITE conference. Evan LaHuta, Managing Director, Client Experience, BNY Mellon Pershing and Dennis Moseley-William...
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Zoom In, Season 1 - Wealth & Advisory Episode 4 - "Enable, Disrupt or Both? How to Transform the Future of Financial Advice" from 2021-02-19T20:27:27
Host Mike Row and Next Capital Co-Founder and EVP Rob Foregger explore how digital disruption is innovating how advisors can help investors with their wealth and retirement planning.
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Zoom In, Season 1 - Market Insights Episode 4 - "Elections, Vaccines and Valuations: Finding Our Way Forward" from 2020-12-14T15:11:31
Host Mike Row and Lockwood CIO Matt Forester take a post-election, pre-vaccine look at the state of the markets as we head into 2021.
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Zoom In, Season 1 - Wealth & Advisory Episode 3 - "The Spirit of the Law vs. the Letter of the Law: Navigating the New Reg BI and Form CRS" from 2020-07-31T20:28:53
Our new host Mike Row, Chief Relationship Officer and Joan Schwartz, Chief Legal Officer at BNY Mellon’s Pershing discuss Regulation Best Interest—or Reg BI— Form CRS and what it means for...
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Zoom In, Season 1 - Wealth & Advisory Episode 2 - "How M&As Are Reshaping the Advisory Space" from 2020-06-19T17:10:57
Mark Tibergien is joined by guests Ben Harrison, head of Advisor Solutions, BNY Mellon | Pershing, and Liz Nesvold, Managing Director and Head of Asset and Wealth Management Investment Banking, ...
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Zoom In, Season 1 - Market Insights Episode 3 - "Beyond the Crisis: What Will Change and What Will Stay the Same?" from 2020-05-18T21:17:14
In just a few months, the pandemic has changed the world around us - but what will be the lasting impact of this for investors, consumers, financial advisors and participants of the global econo...
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Zoom In, Season 1 - Market Insights Episode 2 - “Beyond the Coronavirus News Cycle: 700 Years of Perspective” from 2020-04-02T13:45:48
In this episode, Mark Tibergien and Matt Forester, Chief Investment Officer, Lockwood Advisors, BNY Mellon's Pershing, discuss what we know – and what we think we know – about the coronavirus an...
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Zoom In, Season 1 - Client Experience Episode 1 - "Perfecting the First Experience" from 2020-02-05T17:51:41
In this episode, Amy Webber, CEO, Cambridge Investment Research, and Mark Tibergien discuss the key components that influence a strong client relationship - from first meeting and beyond.
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Zoom In, Season 1 - Wealth & Advisory Episode 1 - "Building the RIA Talent Pipeline" from 2020-02-05T17:51:10
In this episode, Mark Tibergien and Jeff Strese, Chief Talent Officer, Tolleson Wealth Management, discuss the dearth of new talent in the RIA business, and the importance of cultivating a talen...
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Zoom In, Season 1 - Market Insights Episode 1 - "Mind the Gaps" from 2020-02-05T17:50:45
In this episode, Mark Tibergien and Matt Forester, Chief Investment Officer, Lockwood Advisors, BNY Mellon's Pershing, discuss key issues advisors and investors should be thinking about when it ...
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