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New Fidelity® Research Finds Almost One in Four Advisors Switched Firms in the Past Five Years, with

  • Safi Bello
  • Apr 9, 2018
  • 1 min read

Fidelity Investments press release ------- Fidelity Clearing & Custody Solutions®, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), broker-dealer firms, family offices, retirement recordkeepers and banks, today released the findings of its latest Advisor Movement Study. The study explored trends in advisor movement and the feelings of advisors who have switched or are currently switching firms, whom Fidelity identifies as "Movers."The study found that more than half (56 percent) of advisors considered switching firms in the past five years, and nearly one in four (23 percent) actually made a move in that timeframe. Nearly all of those who switched (92 percent) are happy with their decisions to do so. To learn more click on the picture below to read the release.

New Fidelity® Research Finds Almost One in Four Advisors Switched Firms in the Past Five Years, with Movers Experiencing Nearly Unanimous Satisfaction - Read More from Fidelity Investments

 
 
 

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