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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

Author Kelly O'Mara October 19, 2012 at 5:10 AM
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Mike Durbin: We've stabilized this foundation.

Mike Byrnes

Mike Byrnes

October 24, 2012 — 1:08 AM

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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Mentioned in this article:

Fidelity
Asset Custodian
Top Executive: Sanjiv Mirchandani

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame



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