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.
Louis Diamond Mentioned – By Todd Eklund – On Thursday July 11th CFA Society New York hosted Independent & Wirehouse Business Models. The forum was part of the event series organized by the Private Wealth Management thought leadership group at CFANY. Louis Diamond moderated an engaging and insightful discussion digging into the wealth management ecosystem and where the industry is headed.
Mark Tibergien, the CEO of BNY Mellon Pershing Advisor Solutions, shares his thoughts on the momentum towards independence, the evolving advisor mindset, what it takes to run a successful practice and much more on this podcast episode.
