8 notable takeaways from the spring 2012 Tiburon CEO Summit
The breakaway movement still depends more on Wall Street's moves than Main Street's moxie
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Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
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See more related moves
Tiburon Strategic Advisors
Asset Manager for RIAs
Top Executive: Charles Roame
MarketCounsel | Hamburger Law Firm
Consulting Firm, Compliance Expert, Legal Services for RIAs
Top Executive: Brian Hamburger
Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law
Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks
BrightScope, Inc.
Data and ratings for RIAs
Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney
FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks
Frederick Van Den Abbeel
Mr. Roame in regard to his first point was previously reiterated by a report from the Aite Group, LLC., titled “The Direct Business Ambush Advisors Not Seeing the Threat.” I believe Mr. Roame is accurate in pointing out the dynamics of a changing marketplace.
