Deloitte

Advisor Upside

Fidelity Hires New Head of 1,700-member Family Office Network

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Fidelity has hired an industry veteran to lead one of the world’s largest professional networks of family offices.

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Advisor Upside

Rich Families’ Wealth to Grow to $9.5 Trillion by 2030

Wealthy families with their own family offices will be nearly 200% richer by the end of the decade, according to a Deloitte report.

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Photo by Kristin Wilson via Unsplash

Advisor Upside

Want to Attract Top Talent? Try These Comp Perks

Firms are offering extra incentives to advisor compensation plans like paid time off for volunteer work, and even free financial planning.

2 min read
Photo by Ernie Journeys via Unsplash

Advisor Upside

Why Wells Fargo Is Tapping Into Banking Customers

Wells Fargo Advisors is hoping it can cross-sell products to customers in other business lines, specifically banking customers.

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Photo by World Economic Forum via CC BY-SA 2.0

Advisor Upside

Dr. Doom’s 5 ‘Wars’ Facing the Global Economy

The noted economist Nouriel Roubini cited five major issues that our species will have to confront over the next two decades.

2 min read

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