Big advisors drive solid year for breakaway wins at Schwab, Fidelity, Pershing and TD
Aggregators drive momentum in 2011
Jeff Spears
Great article.
Our experience is that the larger broker teams are not interested in the roll-up business models because the economic benefits of owning their own practice versus going a roll-up the are too great. I agree with Mark Tibergien.
As my mentor always told me, “that’s what makes a market”.
Elizabeth MacBride
Jeff,
Who is your mentor? I’m curious.
Jeff Spears
Wallace Hall Sr. – Founder and CEO of a brokerage firm in Dallas (my hometown). Mr. Hall is in his late 70’s and still comes into the office every day.
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Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien
