John Shinal

Amid a surge in consumer assets, firms that cater to high-net-worth clients have a particular advantage, Chip Roame told an audience at the Tiburon CEO Summit.

The liquidation of boomers' assets will be the biggest opportunity for advisors over the course of the next 20 years, according to Tiburon's Chip Roame. Advisors just need to get past the bad attitudes.