Recently, Dynasty Financial Partners and Private Asset Management Magazine hosted a panel discussion on the topic of "powering independence." The expert panel included Bob Oros, EVP, Head of RIA Sales and Relationship Management for Fidelity Institutional Wealth Services; Brian Hamburger, Founder and Managing Director of MarketCounsel, Mindy Diamond, President and CEO of Diamond Consultants; and Shirl Penny, Partner, President and CEO of Dynasty Financial Partners. This paper is a compliation of questions and answers from that discussion.
Resource TypeWhite Paper
Publish DateJan 24, 2013