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Summary: We caught up with thought leader Mark Tibergien during the Pershing RIA Symposium in Chicago on Thursday. Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions, discussed the RIA-zation of the business, key challenges going forward, and what’s next on the horizon for RIAs.
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Summary: I’ve tried out a few advisors over the years. It seems like they’ve always tried to steer me into investments that turned out to be subpar after I researched them online. Like, I’d check the long-term return history and it would be worse than the overall market performance. And I’d find they had load fees or a high percentage of assets fees. My thought process is that they’re receiving a kickback or a commission of some kind.
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Summary: The IRS has recently opened the door to a new method for providing employment benefits in the form of student loan repayment assistance, offering small business owners a potentially powerful tool for attracting and retaining top-tier employees.
Added on September 2018 in Form an RIA
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Summary: RIA Economic Evaluator–the first tool to integrate FA Insight benchmarking–helps advisors determine how much revenue they might be missing out on.
Added on September 2018 in Join an RIA
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Summary: For advisers who yearn for independence, going independent on their own can seem like the perfect solution. Advisers are attracted by the flexibility of the registered investment adviser model and the ability to serve their clients in a conflict-free way. They want to be entrepreneurial, create enterprise value and access best-of-breed technology solutions to deliver an optimal client experience.
