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Summary: Independent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that Investment Advisor magazine has been published—have always helped shape societal trends, technology and regulation. For this profession to thrive in the years ahead, it must harness five major transformative trends already in process.
 The golden age of the advisory business is just beginning...advisors have to ensure that their firms have consistent profitability, transferable value and loyal clients, and must provide career growth for firm employees...Are you planning for your destiny or for your exit?”Mark Tibergien, Pershing Advisor Solutions. |
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