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Fidelity goes to the Wall Street Ritz-Carlton with five partner firms and preaches going independent more dependently

The takeaway at this hybrid mini-summit: Yes you can -- but probably not without some serious backup

Author Dina Hampton March 4, 2013 at 6:32 PM
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Aite Group's Alois Pirker (center) moderated a conversation on the joys of independence -- and interdependence

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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran



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