Oftentimes it's hard to imagine until you're actually in the thick of making those calls to clients, re-papering them and moving their investments to understand what really goes into it."
Bob Oros, Executive vice president and head of the RIA segment, Fidelity Clearing & Custody at Fidelity Investments​ |
Troubling surprises advisers discover when switching firms
Liz Skinner | InvestmentNews, July 2016
Read the article online >Summary: Even though advisers often ruminate for many years before going independent or even changing brokerages, many are still surprised by certain realities of the shift
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