BOSTON–(BUSINESS WIRE)–New Fidelity research finds that emerging affluent investors are nearly twice as likely as millionaires to find a new financial advisor through internet research and more likely than millionaires to find a new advisor through social media.1 In response to those findings, Fidelity Clearing and Custody, the division of Fidelity Investments® that provides clearing and custody to registered investment advisors (RIAs), retirement record keepers, broker-dealer firms, banks and insurance companies, today announced two new offerings designed to help advisors improve their online presence through effective social media strategies and compelling videos.
Fidelity® Research Finds Emerging Affluent Are Nearly Twice as Likely as Millionaires to Search for an Advisor Online
Posted on July 30, 2015 by Bill Dillhoefer