New MMI Perspectives Interview with John Brett, Pershing

In this interview, John Brett draws on his more than 30 years of experience across a broad spectrum of the financial services industry for a discussion of the evolving role of the managed solutions investment advisor as the product playing field has been leveled. In the conversation, Mr. Brett touches on a number of topics including the early role and importance of the concept of “customer’s man,” the financial professional as client advocate, account teaming, attracting entry-level professionals to the industry, the movement of financial professionals from wirehouses to registered investment advisers (RIAs), the importance of inclusion, and shifts in modes of distribution.