Financial advisers have the opportunity to make the most of the "wall of money" baby boomers and those approaching retirement have to offer, believes Geoff Towers
Pershing's chief executive reckons advisers are only starting to see the first proper defined contribution (DC) savers coming up to retirement. He adds: "So, up until now, advisers have seen DC clients...
Held roles at BlackRock and Merrill Lynch
Investors paying as much as 80% more than OCF
Concerned about performance scenarios
Supporting troubled stocks
Has been closely aligning the businesses