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.
Wake Forest University and Kaplan will begin offering designation and other courses aimed at financial services professionals at the university's new fintech hub in Charlotte, N.C.
