 Clearly, advisors are on the move; and, if they’re not moving, they’re thinking about it. We’ve been telling firm leaders that they need to go beyond viewing this trend as a threat. Instead, let’s try to understand the motivations of these advisors, particularly the younger ones, so that this becomes an opportunity for firms to gain insights into how to attract new talent and retain their existing workforce."Bob Oros, executive vice president and head of the RIA segment, Fidelity Clearing & Custody Solutions. |
