In today’s episode, Rusty and Robyn talk with Suzanne Daly, Vice President of Model Portfolios at Fidelity Investments.
After working with brokers, dealers, RIAs, and multi-family offices at Fidelity for more than 18 years, Suzanne now oversees the managed account model portfolios and managed accounts distribution efforts. Together with her team, she helps firms optimize their tech stacks, assembling efficient workflows, and outsource investment management.
Suzanne talks with Rusty and Robyn about the framework for holistic wealth planning, the criteria for outsourcing investment management, and the generational differences and challenges in the advising workplace.
"A financial plan is the map of how individuals get from point A to point B. But there couldn't be a more personalized journey. Your point A looks a lot different than my point A, and my point B may look a lot different than your point B. So the beauty of what an advisor has to do is chart that course for the client." ~ Suzanne Daly
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2427-OAS-9/8/2021