Lockton Affinity Advisor Meets Fidelity’s New Insurance Requirements

Lockton Affinity Advisor Meets Fidelity's New Insurance Requirements Large financial firms are taking action to address the increasing risk in the registered investment advisor (RIA) industry. Following closely on the heels of Schwab, the latest is Fidelity Investments, whose Fidelity Institutional business unit serves financial intermediaries and institutions with investment technologies and solutions. In March, [...]

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