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Fidelity Finds Most RIAs Do Not Have Succession Plans

Oct. 22, 2013
Brokers, Investing
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  • Fidelity released their 2013 RIA Benchmarking Study and found that 2/3 of participating funds do not have a clear succession plan in place. To help advisors accelerate their path toward succession planning, Fidelity is providing its clients access to a business continuity program called “Succession Ready”. 
  • Online broker E-Trade earned an A+ rating for its Investor Education Center from Corporate Insight September 2013 report. The study examined the investor education resources of 13 brokerage firms, focusing on web content. E-Trade’s Investor Education Center provides articles, demonstrations, online courses, tutorials, videos, webinars and webcasts designed to empower investors in managing and monitoring their investments.