Charlie Phelan of Fidelity Investments - Levers of Growth for Wealth Management Firms

This week, Rusty and Robyn talk with Charlie Phelan, Head of Business Consulting at Fidelity Investments. In this episode, we will discuss the pillars of growth for wealth management including: people, technology, clients and value propositions. In addition, we take a closer look at the impact of mergers & acquisitions, and much more.