The industry is struggling with generational transition and transformation. I recently heard Mark Tibergien, CEO of Pershing Advisor Solutions, speak about the issue to a bunch of advisors who are shifting their practices to the next generation - and his remarks gave me an interesting way to frame the issue.
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.