Finally, an RIA business-of-the-business book with a journalistic soul
Philip Palaveev shows his command of practice management and literary artifice in "The Ensemble Practice"
Elmer Rich III
We have commented before that our industry needs fewer stories/case studies and more research, evidence and data.
Surely the author would insist on testing of any “step-by-step” prescriptions. In fact, there is no way to know if what one advisor firm did, in the past at a specific location can be generalized to current conditions in different cites, markets and firms.
Finally, we always cringe when we hear the word “secret”!
Imagine if you went to your doctor and she said: “I have a secret treatment and here are the stories of patients I’ve cured.” No doubt you would want some statistical data and scientific proof.
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Plague of failed hires at strapped RIA firms 'come back to bite them,' making the process of closing bandwidth deficits falter, two new studies show
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February 28, 2024 at 3:36 AM
The classic RIA era is sputtering and firms must 'decentralize,' hiring non-advisors to specialize, new Cerulli report shows, or RIAs will 'limp along,' a second consultant says
RIA principals have killed Wall Street with semi-solo shops -- only 35% have 'specialized staff' -- but the comfort zone must evolve for growth
January 13, 2024 at 2:24 AM
Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings
Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'
January 19, 2023 at 3:31 AM
See more related moves
Moss Adams
Consulting Firm
Top Executive: Rebecca Pomering
Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien
The Ensemble Practice LLC
Consulting Firm
Top Executive: Philip Palaveev
