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Summary: On October 29-30, Fidelity held it’s final Inside Track conference for the 2014 season at the Grand Central Hyatt in New York City. In one of the many education sessions offered to attending RIA firm executives, Mathias Hitchcock and Tricia Haskins, practice management experts from Fidelity Institutional Wealth Services, presented Harnessing Technology Effectively: Insights from the 2013 Fidelity RIA Benchmarking Study.
 High-Performing Firms recognize the importance of investing in technology — but not to the point of investing in the “latest and greatest” technologies but rather seemed to favor proven technologies over newer, not-yet-proven systems.”Mathias Hitchcock, Fidelity Institutional Wealth Services. |
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