Riacast

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