One quick starter conversation should be beneficiary reviews. Advisors can deliver value to investors with a simple task—ensuring their investors have named their beneficiaries correctly.
Hans Schemmel is a Director for BNY Mellon | Pershing and oversees all aspects of the development and enhancement of the firm’s retirement and insurance-based solutions. He is also charged with managing Pershing’s Corestone® asset management account solutions and helping clients maximize efficiencies through asset consolidation efforts. As a key subject matter expert, Hans follows regulatory matters that impact these solutions and is a frequent speaker on these topics.