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  • December 16, 2025
You are here: Home / Archives for Bob Oros

Fidelity uncovers what drives millionaires to recommend their advisors

August 23, 2016 by Fund Pro Latin America
Fidelity uncovers what drives millionaires to recommend their advisors

“We have entered a ‘referral economy’ – where we, as consumers, thrive on sharing the people and things we value with those in our social and professional networks,” says Fidelity's Bob Oros.

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Filed Under: News and Trends, Private, Region Tagged With: Bob Oros, Fidelity, Fidelity Investments’ Millionaire Outlook Study, Financial Advisors, HNW, Survey, wealth management

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