Hardwick, who currently serves as chairman of Riskalyze, will lend her expertise in wealth management technology to work closely with Genstar’s financial services investments.
Outgoing Pershing Advisor Solutions CEO Mark Tibergien still plans to do some consulting and coaching, and says his decision to retire had nothing to do with competitor Schwab’s upcoming merger with TD Ameritrade.
This episode looks at LGBT issues from two different advisors: one who stayed in the closet at his advisory firm, and another whose son came out as gay at a young age. Both now advocate for and celebrate the LGBT community.