Live from BNY Mellon Pershing Insite
Bloomberg Businessweek
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.
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