"The benefit here is that you can capture that next gen client who will one day become the next high-net-worth client.”
Drew DiMarino, executive vice president of sales, eMoney Advisor |
Summary: Fidelity revealed details of wide-ranging digital plans, from technology and platform upgrades to how the firm will provide advisers with a robo.
"The benefit here is that you can capture that next gen client who will one day become the next high-net-worth client.”
Drew DiMarino, executive vice president of sales, eMoney Advisor |
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