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Financial Advisor Magazine: Experts Debate the Future Fate of Small RIAs
January 30, 2024
The outlet reported on a panel discussion from Financial Service Institute’s (FSI) OneVoice 2024 conference, which featured Ben Harrison, Head of Wealth Solutions at BNY Mellon’s Pershing, as a speaker. Ben shared his perspective on how advisory firms are meeting new investor demands, and the delineation between the largest 1,200 firms controlling 70% of the assets and smaller firms.