Trey Prescott, the director of business development at an Atlanta-based registered investment advisory services network, discusses how they assist financial advisors in becoming independent by providing various services and addressing their needs.
Stephanie Pierce, Chief Executive Officer of Dreyfus, Mellon and ETFs at BNY Mellon, discusses solutions for unpredictable markets. Lisa Crafford, Director and Head of Business Consulting at BNY Mellon Pershing, shares her thoughts on M&A activity. Trey Prescott, Director of Business Development at Advisory Services Network, talks about advisors looking to go independent. Lisa Lewin, Director for Prime Services division of at BNY Mellon Pershing, discusses women leading the way in alternative investments.
Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan.
See omnystudio.com/listener for privacy information.