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October 02, 2017 at 08:00 PM
We’re pleased to focus on the phenomenal growth of the RIA business model, as witnessed and cultivated by Pershing Advisor Solutions CEO Mark Tibergien, in this month’s cover story; Mark also explains how he is working to improve financial literacy in this month’s Formula for Success column. In addition, we’re very glad to share an in-depth look at the best ways RIAs and other advisory groups can use new technology and other tools to drive business growth, written by Matt Lynch of Strategy & Resources and Marty Miller of Clear Path Consulting.
This month’s Washington Watch by Melanie Waddell will get you up to date on what FINRA CEO Robert Cook is doing that will affect advisors nationwide, while her Playing Field column highlights all the latest fiduciary-related developments. You can read what some top industry players think about investing retirement savings in cryptocurrencies as reported by Danielle Andrus in Retirement Planning, and get the details on LPL Financial’s latest acquisition and Raymond James’ hurricane-related efforts in Broker-Dealer Beat (which I penned).
Speaking of the weather, the San Francisco Bay Area is having a break from the recent heat. It feels like fall. To be blunt, it is not the season I am eager to greet (though I like football season like many of you). After 18 years, my younger son is leaving the nest to attend UCLA. He won’t be playing on any sports team, but he’ll work on his martial-art skills a bit while studying statistics, math, economics and all those other practical subjects he seems to have an affinity for.
To give him some perspective on what I found incredibly important to my life and career after finishing college and graduate school, I took him to Asia for two weeks in August. We spent most of our time in Osaka, Japan, where I used to live and work, as well as in Kyoto and Tokyo. As expected, we were overwhelmed by the mix of old and new, artistic and technological, delicate and rugged.
On the Tokyo subway one afternoon on our way to see an incredible origami show, we sat next to a sumo wrestler. Near Kyoto, we walked under many of the red-orange gates at Fushimi Inari Shrine and saw Kurama Temple after a steep hike. Our visits to Kyoto’s Golden Temple and Osaka Castle were very memorable, and we also stopped by the Osaka Securities Exchange, which grew out of the world’s first futures market — where rice and crops were traded as far back as 1697.
