By Joyce Blay, FA Magazine – Wealth advisor Ahmie E. Baum has partnered with Dynasty Financial Partners to launch new independent RIA Interchange Capital Partners in Pittsburgh, the companies announced earlier this week.
Ben Harrison from BNY Mellon’s Pershing discusses the role a custodian plays in the lifecycle of an independent business, taking over for retiring industry icon Mark Tibergien as the head of Pershing’s RIA custody unit, the COVID-19 crisis, and more.
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