It will have a profound impact on some firms. Don't let April 2017 sneak up on you.”Bob Oros, head of the RIA segment, Fidelity Clearing and Custody.
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Summary: Leading custodians warned fee-only financial advisers to figure out what differentiates their services from the competition because pretty soon everyone is going to be touting the fiduciary label.
It will have a profound impact on some firms. Don't let April 2017 sneak up on you.”Bob Oros, head of the RIA segment, Fidelity Clearing and Custody.
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