At a time of near chaos on Wall Street, and confusion on the part of many investors, including some of your clients no doubt, help is on the way. The editors of Investment Advisor, Research, and Wealth Manager magazines have put together three panels of experts to share their insights on separate Webinar conference calls, the last of which will occur at 3:00 Eastern time on Friday, September 26.
Friday's session, "Weighing the Business Options," will feature Mark Tibergien, CEO, Pershing Advisor Solutions; Thomas Giachetti, Chairman of Securities Practice Group at Stark and Stark in Princeton, New Jersey; and Mark Elzweig, a top recruiter who works with wirehouse, regional and independent broker/dealers. Moderated by Research Editor Gil Weinrich, the panel of experts will explore the business, legal and affiliation issues faced by wirehouse brokers considering going independent, and the business building and advisor recruiting possibilities that the Wall Street crisis is creating for RIAs, independent broker/dealers, and their partners.
