The Enduring Advisory Firm. Mark C. Tibergien

News, “The 2015 Investment News Compensation and Staffing Study,” October 18, 2015. Available at: www.investmentnews.com/section/specialreport/20151018/COMPSTAFF.

      2

      Ibid.

1

Investment News, “The 2015 Investment News Compensation and Staffing Study,” October 18, 2015. Available at: www.investmentnews.com/section/specialreport/20151018/COMPSTAFF.

2

Ibid.

3

FA Insight Study of Advisory Firms: People and Pay and Growth by Design Studies.

4

http://asic.gov.au/regulatory-resources/financial-services/future-of-financial-advice-reforms/fofa-background-and-implementation/.

5

Accenture Consulting, “The ‘Greater’ Wealth Transfer: Capitalizing on the Intergenerational Shift in Wealth,” 2015. Available at: https://www.accenture.com/us-en/insight-capitalizing-intergenerational-shift-wealth-capital-markets-summary.

6

Mark C. Tibergien, Practice Made (More) Perfect: Transforming a Financial Advisory Practice into a Business (Hoboken, NJ: Bloomberg Press, 2011).

7

http://blog.aaii.com/most-investors-believe-financial-services-industry-puts-profits-over-client-interests/.

8

www.fa-mag.com/news/mergers-and-acquisitions-continue-on-pace-21238.html.

9

The Cerulli Report: “Advisor Metrics 2015. Anticipating the Advisor Landscape in 2020.”