The next generation is not looking to overwrite what their firm founders have created, but rather to write the second chapter of their very exciting story. And if these individuals are any indication of the level of talent and dedication throughout the industry, the profession’s future is very bright indeed."
Bob Oros is executive vice president and head of the registered investment advisor (RIA) segment for Fidelity Clearing & Custody, a unit of Fidelity Institutional. Philip Palaveev is the CEO of The Ensemble Practice LLC. Together they lead the G2 Institute program helping to train the next generation of advisory profession leaders.