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Episode 5: Interview with Bob Oros, Head of Fidelity's RIA Segment
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In this episode, we have the privilege of speaking with Bob Oros. For almost 5 years, Bob has served as the Executive Vice President, Head of the RIA Segment for Fidelity Clearing & Custody Solutions.
Among other things, Bob addresses: His general vision for Fidelity in the RIA space * What the most successful investment advisers are doing differently * Fidelity’s new Automated Managed Platform (AMP) * The biggest challenges facing custodians * What the investment advisor industry should be doing better * Where he sees Fidelity’s RIA presence in 5 years
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