Jeff and Bruce connect with financial industry vet Mark Tibergien on all things financial advising. He explains how his retirement from Pershing Advisor Solutions in 2020 allowed him to rewire his services, providing greater reach in how he applies his years of experience in the industry.
Guest Bio:
Mark Tibergien retired in June 2020 as CEO of Pershing Advisor Solutions, a BNY Mellon Company, and now works as a consultant, speaker or board member with other enterprises that are going through dynamic transformation. Mark recently was appointed as Advisor in Residence for Ernst & Young Wealth & Asset Management Sector. He also serves on the board of Pathstone, a multi-family office backed by Lovell Minnick Partners.
This episode is sponsored by LPL Financial.
As a wealth management partner, LPL Financial helps advisors, enterprises, and institutions serve their clients.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
