The overall numbers illustrating the advisor industry look positive, but a deeper dive shows a tough situation for bank advisors. While the markets are doing wellbetter than many people realizethe fact remains that the gains in recent years have eluded most of your clients. In fact, they have eluded most people except for those at the very top of the economic food chain.
Thats just one interpretation of Tiburon Strategic Advisors CEO Summit in New York Monday and Tuesday. Tiburons Managing Partner Chip Roame delivered the keynote speech, The Future of Wealth Management. And as usual, it was a lightning-fast analysis of finance with a smattering of politics and sports tossed in for good measure.
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