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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.

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Fidelity: 64% of breakaways better off within 6 months

Posted by RJ and Makay on Feb 01, 2012

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Independent Advisors More than three-quarters (76%) of financial advisors who made the move to an independent business model say they are financially better off, and 64% said they were in a better financial condition within six months of their move, according to the Fidelity Insights on Independence Study released today by Fidelity Investments. The study surveyed 173 advisors who opted for independence at an independent broker-dealer (IBD) or registered investment advisor (RIA) within the past five years.