Looking in new directions without losing sight of client needs

Are Collectibles a Good Investment?

Collectibles offer investors the opportunity to combine their personal passions with the potential for financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.

Market Environment Looking More Favorable for Active Management

Ridge Powell, Terry Sylvester Charron

Investors often get caught up debating which is superior: active or passive management. Although both have value, we believe that all indications point to a market environment that's more favorable for actively managed solutions.

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Preserving Your Family Legacy With Strategic Philanthropy

Avery Tucker Fontaine

We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.

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BNY Mellon Announces Partnership with CFA Institute to Develop Collaborative Research on Social Investing, Diversity and Inclusion

Agreement to focus on professional development of BNY Mellon employees

May 24, 2017


Great wealth management minds, thinking ahead

Joan Crain

Joan Crain is a senior director for BNY Mellon Wealth Management. As a global wealth strategist, Joan works closely with wealthy families and their advisors to provide comprehensive wealth planning.   Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-generational families. She specializes in multinational planning, business succession, family governance and philanthropy. She is frequently invited to speak to clients and professional groups such as the American Bar Association, the American Institute of CPAs, STEP and numerous estate planning councils throughout the United States.

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