Bloomberg Businessweek cover image

Live from BNY Mellon Pershing Insite

Bloomberg Businessweek

00:00

Opportunities and Challenges for Independent Registered Investment Advisors

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.

Play episode from 29:01
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app