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Photo Illustration by Chris Nicholls; Source Photos: Wil Stewart and Jeremy Bishop

In his August column for Investment Advisor entitled “What Will Become of Us?” Pershing Advisor Solutions CEO Mark Tibergien posed several questions regarding the future of investment and financial advice and potential challenges (from Amazon, from custodians, and from the Securities and Exchange Commission and Financial Industry Regulatory Authority) that might emerge. He went on to offer a few predictions.

Mark is correct to point out that evolution will continue in the financial and investment advice space, and perhaps even accelerate. The pace of change will vary over time, and it will be affected by new competitors and regulatory developments.

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