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Abby Johnson wins RIA respect by articulating her bold vision for Fidelity's future at the company's Executive Forum

Hillary Clinton gave a great speech in Naples but the chairman's daughter gave a glimpse of her determination to attack channel insularity -- and what kind of a successor she might be

Authors Brooke Southall and Lisa Shidler and Brooke Southall May 23, 2013 at 2:12 AM
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Mike Durbin (with Sanjiv Mirchandani) says that Abby Johnson signaled her intention to meld the efforts of Fidelity's various business units.

Elmer Rich III

Elmer Rich III

May 23, 2013 — 8:58 PM

Aren’t advisors competition for Fidelity’s direct business, 401k business and theri proprietary fund business asset gathering?

Doug Dannemiller

Doug Dannemiller

June 18, 2013 — 1:19 PM

It looks like Fidelity has taken the monumental steps to achieve Abby Johnson’s vision. The announced launch of a “Z” share class (low expenses) and the reorganization of defined contribution sales and support show Fidelity’s experience and expertise in managing multi-channel distribution. Bravo.

Also, Bravo to advisers. These moves would not have happened if advisers had not demonstrated strong results in the sale and formulation of defined contribution plans.

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