![]() Brian Nelson, vice president of practice management, National Financial, a division of Fidelity Investments |
Summary: Despite seeing the highest assets under management and compensation levels since 2007, many financial advisors appear to be falling behind when it comes to positioning themselves for future success, according to a new Fidelity study. Almost all advisors (95%) expanded their books of business in the last 12 months, with average AUM at $62 million and average compensation at $240,000, the Fidelity Advisor Insights study found.
![]() Brian Nelson, vice president of practice management, National Financial, a division of Fidelity Investments |
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