Position Your Firm to Succeed Explore insights that can help you plan the future growth of your firm, acquire talent in spite of an acute shortage, and capture your piece of industry market share in Fast Forward: The Advisor of the Future. Explore insights that can help you plan the future growth of your firm, acquire talent in spite of an acute shortage, and capture your share of the market opportunity in Fast Forward: The Advisor of the Future. Position Your Firm to Succeed May 20, 2008 20080520

Pershing Advisor Solutions

Explore insights that can help you plan the future growth of your firm, acquire talent in spite of an acute shortage, and capture your share of the market opportunity in Fast Forward: The Advisor of the Future.

By 2012, most registered investment advisory firms (RIAs) will nearly triple in size. We predict that in the next five years revenue for the industry will grow by $35 billion, fueled by the unprecedented demand for independent,objective financial advice. The best firms will "fast forward" through the typical evolutionary stages in advisory firm development, fully capturing opportunitiespresented by the intense demand. Specifically, to prepare for the future, firms may need to address what we have coined the "three Cs": change, capacity, and culture.

©2008 Pershing LLC. All rights reserved. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation.
Pershing LLC, member FINRA, NYSE, SIPC. Trademarks belong to their respective owners. For professional use only.

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