Fidelity to play midwife to RIAs-in-the-making now that WealthCentral is firmly on its feet
Fidelity RIA execs envision a post-WealthCentral landscape that incudes marketing consultations, strategic planning sessions and M&A facilitation
Mike Byrnes
Practice management is a must-have to compete for new RIAs. If done right, and these advisory firms grow, it can also be a money maker.
Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com
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