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Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline

RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

Author Lisa Shidler January 24, 2014 at 6:36 PM
2 Comments
no description available
Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Bob Oros

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Marty Bicknell

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Roger Hewins

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Abby Salameh

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Scott Hanson

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Roger Whitney


http://forum.cartoun.net/viewtopic.php?f=2&t=60433

http://forum.cartoun.net/viewtopic.php?f=2&t=60433

June 26, 2014 — 3:01 AM

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Mentioned in this article:

Mariner Wealth Advisors
RIA Welcoming Breakaways
Top Executive: Marty Bicknell

Private Advisor Group
Specialized Breakaway Service
Top Executive: Frank Smith, Chief Executive Officer

Allworth Financial
Mergers and Acquisition Firm, RIA Serving Other RIAs, Advisory Firm
Top Executive: Scott Hanson and Pat McClain

Team Hewins
RIA Seeking to Hire Advisors
Top Executive: Roger Hewins



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