Monday, September 22, 2008
Fidelity Rakes In $7 Billion in New Client Assets from Breakaway Brokers
Fifty five planners chose Fidelity to be their custodian in the first six months of 2008 as they broke away from their wirehouse roots to set up an independent registered independent advisory (RIA) firm. This brought in more than $7 billion in client assets under management so far this year—more than double the breakaway new client assets Fidelity acquired in all of 2007.
Fidelity Rakes In $7 Billion in New Client Assets from Breakaway Brokers
Source: Financial-Planning.com
Fidelity Rakes In $7 Billion in New Client Assets from Breakaway Brokers
Source: Financial-Planning.com
Permalink posted by armandn @ 1:07 PM 
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