

Live from BNY Mellon Pershing Insite
Jun 6, 2023
Stephanie Pierce discusses solutions for unpredictable markets. Lisa Crafford shares her thoughts on M&A activity. Trey Prescott talks about advisors looking to go independent. Lisa Lewin discusses women leading the way in alternative investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Passive Investment Strategy and Customization for Financial Advisors
01:32 • 9min
Navigating Uncertainty and Exploring ETFs
10:42 • 2min
M&A Deals and Talent
12:25 • 9min
Exploring the Growing Opportunities of AI
21:04 • 2min
Helping Financial Advisors Go Independent
22:53 • 6min
Opportunities and Challenges for Independent Registered Investment Advisors
29:01 • 3min
The Importance of Alternative Investments in Diversifying Portfolios
31:38 • 9min
Improvements and Challenges for Female Talent in Finance
40:41 • 3min