BNY just announced record Q3 2025 revenue of $5.1 billion, up 9% compared to Q3 of 2024, with EPS up 25% and an impressive 26% ROTCE. These results reflect continued momentum across Securities Services and Market & Wealth Services, alongside meaningful progress in the company’s transformation initiatives. Great to see the transformation strategy and AI innovation (like the new Eliza platform) driving real impact across the business. #BNY #Innovation #AI #Finance #Leadership

We’re thrilled to introduce BNY's new Quarterly DR Data & Flows Newsletter—your go-to source for concise, data-driven insights on the global depositary receipts market. Key highlights from our Q3 2025 edition: • AUM surpassed $1 trillion, reflecting strong quarterly and annual growth • Broad-based inflows across growth, value and index strategies • All manager tiers delivered positive net flows, underscoring robust investor demand 👉 Dive into the full report: http://ms.spr.ly/6046s0Rvu Have questions or want to explore how these trends can inform your IR strategy? Reach out to your BNY team today. #BNY #DepositaryReceipts #MarketInsights #InvestorRelations #Newsletter

Thrilled to share that TIAA Wealth Management has selected BNY Pershing's Wove platform to advance the client and advisor experience across all life stages. By streamlining our platform infrastructure, we're enabling our advisors to focus more on what they do best, helping our clients achieve financial security through every stage of life. The modern interface will enhance collaboration between advisors and clients while providing a comprehensive financial view in one place. #TIAAWealthManagement https://lnkd.in/eQp6V2b5

Resilience, trust and cooperation are key as financial institutions navigate shifting international dynamics and economic volatility. Tomi Ogunbiyi, BNY, explores how to maintain operational continuity and client satisfaction, even in a fragmented world. Read her blog here: https://lnkd.in/eAycVM5Z #Sibos

🔎 Finding the Bottleneck, Fixing the Flow Sometimes the challenges we run into aren’t about markets or investments — they’re about process. Recently, we noticed transfers with Fidelity weren’t moving the way they should. After digging deeper, the trend became clear: FDRXX holdings were causing TOA delays. The solution? Fidelity now requires those FDRXX positions to be liquidated, with transfers processed only from FCASH or QWISQ. In other words, money market mutual funds are no longer functioning as a true cash equivalent for transfers. (If this sounds familiar, it’s the same process Schwab already uses.) Rather than accept bottlenecks as “just the way things are,” we leaned into our resources. By working hand-in-hand with our RIA partner, we were able to not only solve the problem but also update our Trade Allocation Form so future transfers run smoother for everyone involved. ✨ The real takeaway? -Spot the patterns. -Don’t let roadblocks become the norm. -And most importantly — remember that your RIA isn’t just a platform. They’re a partner, here to help you problem-solve and create better client outcomes. Every challenge has a solution — you just have to look in the right places. #Fidelity #RIA #WealthManagement #ClientExperience #ProblemSolving #AdvisorSupport #FinancialServices

A relative small acquisition deal for Fiserv, but there are expectations to enhance the company's strategy in servicing community banks. "With Smith’s consultants, Milwaukee-based Fiserv can offer value “by embedding deeper expertise directly into our service model,” Andrew Gelb, Fiserv’s head of financial solutions, said in the press release. The acquisition represents “a clear step forward in our commitment to helping financial institutions achieve growth with speed, clarity, and confidence,” he said."

Citigroup released its third-quarter 2025 financial results, which performed better than market expectations. The company earned approximately $3.8 billion, approximately 16% more than the same period last year, with earnings per share (EPS) of $1.86, equivalent to $2.24 excluding a one-time loss. Overall revenue was $22.1 billion, 9% higher than last year. The highlight of Citigroup's performance this quarter was profitability across almost all of its business units, with significant growth in interest income and trading. Simply put, this was due to increased interest earned on loans and robust market activity, which generated significant revenue. However, the company did have a drag: they recorded an impairment loss of approximately $700 million in the sale of their Mexican subsidiary, Banamex. Despite this, overall profits remained strong, demonstrating the health of Citigroup's core business. In terms of financial health, Citigroup's capital adequacy ratio (CET1) was 13.2%, indicating strong financial strength. Its return on tangible equity (RoTCE) was around 8%, approaching 10% after excluding the one-time loss. The company also allocated $6.1 billion to shareholders this quarter for share buybacks and dividends. The market reacted favorably, with Citigroup's stock price rising nearly 4% following the announcement. Management also stated that their goal is to increase return on equity to 10-11% by 2026 and to achieve greater operational efficiency.

UBS Team Managing $1.1-Bln Moves to RBC in Michigan September 25, 2025 BFS Financial Group (L-R): Kristen Charlton, Adam Jones, Daniel Welsh, Mark Steinberg, Jonathan Modiano and Tricia Fitzsimons. RBC Wealth Management-U.S. has picked up another billion-dollar UBS Wealth Management USA team, this time in Bloomfield Hills, Michigan.  The six-person team, including three advisors, had been managing more than $1.1 billion in client assets at UBS, according to an announcement on Thursday.  BLS Financial Group is led by Jonathan M. Modiano, Adam M. Jones and Mark A. Steinberg. Modiano and Jones were both UBS lifers, starting with the wirehouse in 2003 and 2011, respectively. Steinberg spent about four years with Merrill Lynch before making the move to UBS in 2005. They moved along with support staff Tricia Fitzsimons, Kristen Charlton and Daniel Welsh. According to the announcement, the team is “looking forward to utilizing the firm’s expanded products and service capabilities that serve ultra-high-net worth clients.” “As we grow and expand in the Detroit market, we are looking to attract talented, high-quality teams like BLS Financial Group, which is an incredibly well-respected team,” RBC Chicago Complex Director Justin Ferdula shared in a statement".

TIAA Wealth Management has expanded client offerings through new strategic partnerships, introducing digital estate planning services as well as enhanced securities-backed lending. These partnerships strengthen our ability to provide comprehensive, holistic wealth management solutions that meet our clients' evolving needs throughout their financial journey. https://prn.to/3KsQyVO #WealthMangement

LPL and Prudential have partnered to develop a new retirement-income product. The offering is aimed at advisors who aren't typically using insurance-backed products as part of their wealth management services, the companies said. https://lnkd.in/eNWiS752