Complimentary white paper

“Onward and upward: moving for greater potential opportunity”

Our latest research, the 2013 Fidelity Insights on Independence Study, examines trends and

experiences among financial advisors when moving between firms. Notably, our research found three important characteristics among today’s “movers” within the financial advisory industry that can enlighten advisors considering a move, as well as those trying to recruit them.

Fidelity Insights on
Independence Study 2013

Who are today’s New Independents?

The 2013 Fidelity Insights on Independence Study was conducted from November 7 to December 11, 2012, among 783 financial advisors.

Complete the form below for INSTANT ACCESS to the Study: