Added on June 2019 in M&A Issues
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Summary: ThinkAdvisor had the chance to catch up with BNY Mellon|Pershing Advisor Solutions CEO Mark Tibergien at the firm’s recent RIA Symposium in Chicago. We got his thoughts on M&A trends, the breakaway movement, RIA affiliations and what RIAs can expect going forward.
Added on May 2019 in Blog
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Podcast: Connecting with the Right Deal Partners, with Mary Ann Buchanan
Summary: In her thought leadership work, Mary Ann specializes in overcoming human bias in succession planning, mergers, and acquisitions by using a systematic approach to help clients make good decisions. Mary Ann shares what makes a good match between partners, and she shares why focusing solely on the numbers can often cause a deal to implode. She explains why cultural alignment is critical for any deal.
Listen to the the podcast here
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Summary: Practices focused on their client-centric experience have more assets and lower attrition rates than other firms, according to recent industry research.
Added on May 2019 in M&A Issues
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Summary: Seeking to join an existing RIA in the Colorado Springs area. I have earned a Bachelors from Arizona State, served as an Army officer for 4 years, and earned an MBA from Notre Dame. I am enthusiastic about serving clients and am seeking to join a firm that shares my client-first mentality.
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Summary: The financial advice profession has often fallen short when it comes to serving young people, people of diverse backgrounds and low-net-worth households. That’s because one of the longtime draws of financial advice is earning above-average income by offering services to the wealthy. But younger advisors today see more than that—they see opportunities serving those groups who aren’t being served.
