Postscript to the Fidelity Executive Forum article: The RIA perspective
Abigail Johnson sent the right message with her presence and her speech, advisors say
Stephen Wershing
As an attendee there was one other aspect of the conference that encouraged me: the new practice of bringing the RIA and clearing clients together into one meeting.
I have worked with organizations that had relationships with both sides of Fidelity, and it always perplexed me why they were always kept so separate – to the point that there were times one side would not even admit the other side existed.
There is a clear trend toward the hybrid office. I most recently ran a firm that targeted those firms as clients. Fido’s commitment to bring the two sides of their organization together to better serve those firms is a welcome trend.
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