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Big advisors drive solid year for breakaway wins at Schwab, Fidelity, Pershing and TD

Aggregators drive momentum in 2011

Author Brooke Southall January 27, 2011 at 2:54 PM
3 Comments
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Scott Dell'Orfano: The average is well up from what we saw at this time last year

Breakaway Stories


Jeff Spears

Jeff Spears

January 27, 2011 — 3:25 PM

Great article.

Our experience is that the larger broker teams are not interested in the roll-up business models because the economic benefits of owning their own practice versus going a roll-up the are too great. I agree with Mark Tibergien.

As my mentor always told me, “that’s what makes a market”.

Elizabeth MacBride

Elizabeth MacBride

January 27, 2011 — 3:29 PM

Jeff,

Who is your mentor? I’m curious.

Jeff Spears

Jeff Spears

January 27, 2011 — 3:35 PM

Wallace Hall Sr. – Founder and CEO of a brokerage firm in Dallas (my hometown). Mr. Hall is in his late 70’s and still comes into the office every day.


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Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien



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