The biggest challenges advisors face today are efficiency, staffing and identity. That's the perspective of Mark Tibergien, CEO of Pershing Advisor Solutions. "I think probably the No. 1 area of angst for advisors running their own firms is the efficiency of their business," he says.
Financial Planning sat down with Tibergien to discuss both Pershing's own evolving business and that of the advisors with whom it works. Here's a condensed version of the conversation.
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