Now we can say: Here’s the data. It’s much more impactful.”
Mike Durbin, President Fidelity Institutional Wealth Services |
Fidelity dissects the breakaway cycle with a new study
Brooke Southall | RIAbiz, February 2012
Read the article online >Summary: “Fidelity Insights on Independence Study” is a survey Fidelity conducted on breakaway brokers in collaboration with Cogent Research. The findings confirm the antidotal evidence; 94% reported that that they are happy with their decision, more than 75% are better off financially and 86% said that all or most of their clients moved with them.