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

For more information about Fidelity Clearing & Custody Solutions, click here.