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8 notable takeaways from the spring 2012 Tiburon CEO Summit

The breakaway movement still depends more on Wall Street's moves than Main Street's moxie

Author Dina Hampton April 18, 2012 at 5:58 AM
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Chip Roame sees a coming explosion of discount brokerage branches.

Frederick Van Den Abbeel

Frederick Van Den Abbeel

April 18, 2012 — 5:54 PM

Mr. Roame in regard to his first point was previously reiterated by a report from the Aite Group, LLC., titled “The Direct Business Ambush Advisors Not Seeing the Threat.” I believe Mr. Roame is accurate in pointing out the dynamics of a changing marketplace.


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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

BrightScope, Inc.
Data and ratings for RIAs

Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney

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