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Live from BNY Mellon Pershing Insite
Bloomberg Businessweek
Opportunities and Challenges for Independent Registered Investment Advisors
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The speaker explores the opportunities and challenges that independent registered investment advisors (RIAs) with smaller practices face, including managing 100 million dollars as a solo practitioner and competition for talent in back office operations. The chapter concludes with a thank you message from Trey Prescott, Director of Business Development and Advisory Services Network.
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highlights
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