Finally, an RIA business-of-the-business book with a journalistic soul
Philip Palaveev shows his command of practice management and literary artifice in "The Ensemble Practice"
Elmer Rich III
We have commented before that our industry needs fewer stories/case studies and more research, evidence and data.
Surely the author would insist on testing of any “step-by-step” prescriptions. In fact, there is no way to know if what one advisor firm did, in the past at a specific location can be generalized to current conditions in different cites, markets and firms.
Finally, we always cringe when we hear the word “secret”!
Imagine if you went to your doctor and she said: “I have a secret treatment and here are the stories of patients I’ve cured.” No doubt you would want some statistical data and scientific proof.
BNY Mellon's new CEO is an RIA fan, and Pershing Advisor Solutions made a big personnel move to reflect it
Charles Scharf loosened the Pershing purse strings for Mark Tibergien who created 'head of platforms' position for Christina Townsend
March 12, 2019 at 10:14 PM
The classic RIA era is sputtering and firms must 'decentralize,' hiring non-advisors to specialize, new Cerulli report shows, or RIAs will 'limp along,' a second consultant says
RIA principals have killed Wall Street with semi-solo shops -- only 35% have 'specialized staff' -- but the comfort zone must evolve for growth
January 13, 2024 at 2:24 AM
Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings
Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'
January 19, 2023 at 3:31 AM
Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession
Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.
March 13, 2020 at 7:22 AM
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