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Going Independent Webcast Series

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  • Understanding the Economics of Independence
    Understanding the Economics of Independence
    Moderator: Mark Bruno, Panelists: Matthew Fleissig, Gabe Garcia and Matt Sirinides Recorded: Jun 28 2018 62 mins
    How are the economics of financial advice changing? Tune in to hear InvestmentNews, BNY Mellon’s Pershing Advisor Solutions and Pathstone discuss how the independent model can influence the long-term value of an advisor’s business.
  • Going Independent: RIA Your Way – The Choice is Yours
    Going Independent: RIA Your Way – The Choice is Yours
    Moderator: Ben Harrison, Panelists: John Furey, Louis Diamond and Jack Petersen Recorded: May 3 2018 59 mins
    Have you explored your options as to which RIA business model is best for you? this episode of the Going Independent webcast series, industry panelists will discuss the different business models and growth strategies that newly-independent firms can leverage as they build an enduring advisory firm.
  • Going Independent – Current state and considerations for advisors
    Going Independent – Current state and considerations for advisors
    Moderator: Ben Harrison, Panelists: David Wiener, Mark Albers and Patrick Burns, Jr. Esq. Recorded: Feb 21 2018 44 mins
    What should advisors contemplate when considering going independent. In this episode of the Going Independent webcast series, panelists will share their thoughts on the current state of the industry, implications, and considerations for firms when breaking away.
  • Now and Next - The Evolving State of the Broker Protocol
    Now and Next - The Evolving State of the Broker Protocol
    Moderator: Ben Harrison, Panelists: Sharron Ash, Jordan Schultz and Matt Sonnen Recorded: Dec 21 2017 34 mins
    Tune in to hear an informative panel discussion about the current and future state of the broker protocol, hosted by BNY Mellon’s Pershing’s Advisor Solutions from across the industry share their thoughts on the current state of the broker protocol, implications for advisors considering breaking away and the potential impact on the future of the advisory industry.

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