Postscript to the Fidelity Executive Forum article: The RIA perspective
Abigail Johnson sent the right message with her presence and her speech, advisors say
![Stephen Wershing](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3Da7efd9a32de6c4aa95fa9eec291704a6%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Stephen Wershing
As an attendee there was one other aspect of the conference that encouraged me: the new practice of bringing the RIA and clearing clients together into one meeting.
I have worked with organizations that had relationships with both sides of Fidelity, and it always perplexed me why they were always kept so separate – to the point that there were times one side would not even admit the other side existed.
There is a clear trend toward the hybrid office. I most recently ran a firm that targeted those firms as clients. Fido’s commitment to bring the two sides of their organization together to better serve those firms is a welcome trend.
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