Summary: A panel comprising four members of Pershing’s advisor-focused brain trust took to a New York stage Monday afternoon in a Discover 2014 session that addressed a wide range of topics, from the shrinking broker-dealer ranks to robo-advisors to which advisors (and their partners) will thrive next year and beyond.
 There are “two kinds of leaders, those who live in the past and complain about the present, and those who see opportunities” in the present and align their firms to take advantage of those opportunities."Mark Tibergien, CEO of Pershing Advisor Solutions. |
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