The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
The 2015 IA 35 for 35
In the 35th anniversary year for Investment Advisor, and the 13th year we’ve been naming the IA 25, we thought it proper to publish a special list honoring 35 people who have been most influential in and around the business of independent financial advice.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
Tibergien and Pershing: Growth in US and Abroad
In February, Mark Tibergien and the firm he leads, Pershing Advisor Solutions, won honors at the 2014 Private Asset Management award: for PAS, the Private Banking-Innovation award and for Tibergien, an Outstanding Contribution award, recognizing his “business management, transition planning and strategy formulation” accomplishments.
CFP Board Launches Advisor Career Center
The CFP Board has launched a career center to serve firms seeking new talent and workers seeking new positions.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
The Day After Veterans Day
I’ll admit it: I didn't know what to write about this month in this magazine where I’ve written editor's notes for about 13 years.
Top-Performing Firms Have Raised Fees: Tibergien
If you can demonstrate value to your clients, says Pershing Advisor Solutions CEO, then you can charge fees for services, not just on AUM.
Women Are Still Important
There's an unfortunate tendency among journalists to become inured to issues long before their readers.