Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients
Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand
November 20, 2019 – 10:19 PM
This is genius on numerous levels.
1.) Smaller footprint = lower costs. No need for the 8,00 square feet in a class A building like your OLD firm had.
2.) Leveraging technology allows you to meet when and where the clients and prospects want to meet. Increasing client satisfaction AND lowering T&E.
3.) Gen Y!
Thank you Fidelity
You can watch my tour of the Office of the Future with Ed O’Brien here: http://youtu.be/jV20p2vqg7c