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Investor Karl interviews Mark Tibergien -- guru, author, chief -- who tells why solo practices are far from extinct

The gospel of RIA says these days that big and complex is The Way, but the Pershing Advisor Solutions chief proves an unexpected champion of the mom-and-pop advisory shop

Wednesday, July 3, 2013 – 4:31 AM by Karl Thunemann
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Karl Thunemann: Tibergien stops me and says, 'I want to be very emphatic about this. There is nothing wrong with a solo practitioner. Nothing at all.'

Related Moves

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 – 7:22 AM

March 12, 2020 – 1:45 PM

Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology

The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.

March 11, 2020 – 7:58 AM

The great Mark Tibergien is set to step down from CEO of Pershing Advisor Services to make way for heir apparent Ben Harrison

The RIA custody chief is a tireless and personable leader, consultant and guru who leaves BNY Mellon's RIA custody unit as its mission radically shifts

March 4, 2020 – 4:16 AM

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts




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