Are custody services an alternative to platforms? An interview with Pershing’s Matthew Lonsdale
16 January 2020
Rob Kingsbury spoke with Matthew Lonsdale, Relationship Manager at BNY Mellon’s Pershing, about how using a custodian can be more cost-effective for financial planning firms and wealth managers than using multiple platforms, the rise of digitalisation in financial services and how it can be used to create value in financial planning businesses. RK: How...