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Wall Street Is Squeezing Small Investment Advisors OUT
Published 2 days, 3 hours ago
Description
LISTEN and SUBSCRIBE on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
Fidelity’s new $100 million minimum could make it dramatically harder for smaller independent investment advisors to stay on the platform and build their businesses. Chris says rising costs and barriers may be squeezing the next generation of advisors—but smaller firms still have options to stay independent and keep serving their clients.
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
Fidelity’s new $100 million minimum could make it dramatically harder for smaller independent investment advisors to stay on the platform and build their businesses. Chris says rising costs and barriers may be squeezing the next generation of advisors—but smaller firms still have options to stay independent and keep serving their clients.