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Summary: Pershing Advisor Solutions’ CEO Mark Tibergien was an early and vocal proponent of the serious industry need to attract and retain younger advisors to replace departing (and dying) advisors, citing data that since 2008 there are 50,000 fewer professionals in the industry.
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Summary: Semantics are important. When referring to oneself as an independent advisor, do you mean you are an independent business owner, independent in your ability to select technology and platforms, independent in your ideas and recommendations to clients, or independent from direct supervision.
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Summary: More than 14 years ago, Blaine Aikin launched his program to train financial advisors as fiduciaries. Each year, about 550 advisors on average have completed the program.
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Summary: When financial advisors decide to go independent, one of their most important choices will be choosing a broker-dealer and/or a custodian.
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Summary: For successful, entrepreneurially minded wirehouse advisors, the allure of going independent is a powerful, magnetic force.But as more and more top producers opt to launch their own shops free from the dictates of big-bank employers, wirehouses are trying harder to retain them—and their client assets part-and-parcel.
