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Credible reasons Facebook and Google won't become robo-RIAs and other things I learned at Hearsay Social-Pershing event in San Francisco

The atmosphere was SOMA startup, the 20-plus RIAs wore suits and dresses and Mark Tibergien was in listening mode

Author Brooke Southall May 15, 2015 at 7:08 PM
1 Comment
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Brooke Southall, Michael Lock, Megan Carpenter and Jason Lahita : I don't expect to see [Google and Facebook] in heavily regulated businesses, Lock says.

Conferences

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Robo-Advisors


Bill Winterberg

Bill Winterberg

May 15, 2015 — 8:14 PM

But Kroger is now in the advice business! Yes, that Kroger. The grocery store chain.

Tell them you found out about it on Twitter: <a href="https://twitter.com/BillWinterberg/status/599263183996608512" rel="nofollow">https://twitter.com/BillWinterberg/status/599263183996608512</a>


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September 16, 2020 at 6:00 PM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

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Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO



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