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Philip Palaveev and Bob Oros create Hunger Games-style RIA high jinks for Fidelity execs, then release it for wide consumption

The reality TV-Harvard Business School hybrid throws simulated market crashes, personal tragedies and M&A what-ifs at green FAs to test their mettle and groom them for succession

Author Lisa Shidler September 29, 2015 at 10:31 PM
Admin:
no description available
Philip Paleveev: We want them to experience what it feels like to run a firm and make decisions

Stephen Winks

Stephen Winks

September 30, 2015 — 10:16 PM

Wonderful idea as long as there is no closed loop that ignores external innovation that streamlines cost and enhances the advisory’s value proposition. How is innovation advanced if the starting point is the final state?

SCW
Stephen Winks


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Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

The Ensemble Practice LLC
Consulting Firm
Top Executive: Philip Palaveev



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