 This new structure reflects market reality and will allow Fidelity to more seamlessly serve clients.”Chip Roame, managing partner, Tiburon Strategic Advisors. |
What Fidelity Reorg Means for RIAs
Ann Marsh | Financial Planning, February 2015
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Summary: Are RIAs losing an advocate at Fidelity -- or gaining a technology champion? Experts offered mixed opinions after Fidelity announced its decision to merge its investment advisor and broker-dealer businesses under Sanjiv Mirchandani, while moving Michael Durbin over to launch the new Fidelity Wealth Technologies division.
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