Affiliations

FUSE Research Network is a leading edge decision support firm that employs a highly refined market intelligence capability to deliver informed, decisive and forward-looking guidance to firms in the asset management industry. While the industry is supported by dozens of strategic consultants and data providers, FUSE's positioning is firmly in the area of tactical execution. FUSE is committed to delivering research-based, client-specific recommendations that improve the productivity and effectiveness of the resources devoted to sales, marketing, and product management.

Visit fuse-research.com for more information.

A business unit of Fidelity Investments, one of the world's largest providers of financial services, Fidelity Institutional Wealth Services offers a powerful set of capabilities for registered investment advisors, trust institutions and third-party administrators. Fidelity Institutional Wealth Services provides sophisticated wealth management investment strategies and services, extensive practice management resources, and a flexible, open technology environment. This is all backed by one of the strongest wealth management platforms in the business and specifically designed to help enable firms to thrive. Tapping into the power of Fidelity can help a firm stay ahead of the competition, deliver greater value to clients, potentially grow a practice more profitably, and manage business more efficiently.

Visit fiws.fidelity.com for more information.

Fidelity Investments is an independent company, unaffiliated with JCPR. Fidelity Investments has not been involved with the preparation of the content supplied in the JCPR site and does not guarantee or assume any responsibility for its content. 531702.1.0

HS Grove Consulting works with companies and entrepreneurs on marketing to the wealthy, and provides one-on-one coaching with financial professionals on business growth and practice management. The firm is led by Hannah Shaw Grove, a respected author, columnist and speaker, and a leading authority on the mindset, behavior, concerns, preferences and finances of high net worth individuals.

She spent more than 15 years in the financial services industry working closely with affluent investors and their advisors to develop sophisticated financial, planning and servicing solutions. Ms. Grove is the executive editor of Private Wealth, the first and only magazine for professionals with ultra-affluent clients, and Cultivating the Affluent, a practice management newsletter for financial professionals. Her body of work also includes eight books and numerous reports on private wealth and related topics, and regular columns for commercial, trade and online publications, including Elite Traveler, Worth and Financial Advisor.

Visit hsgrove.com for more information.

Pershing LLC, a BNY Mellon company, is the industry's largest global business solutions provider, with more customers who clear with Pershing than with any other firm. Pershing offers unequaled experience built over seven decades of serving financial organizations of every size and business model. Pershing offers unequaled experience built over seven decades of serving financial organizations of every size and business model.

The Advisor in Transition program offers wirehouse advisors a one-stop resource for objective career transition information. Through the Advisor in Transition website, wirehouse advisors can access innovative tools, industry insights and information.  They can also find support that addresses critical business decisions ranging from selecting the appropriate affiliation model, corporate structure and staffing plans, to operational and technological needs, and strategies for competitive differentiation.

One of the highlights of the program is the access to objective guidance from industry specialists. Wirehouse advisors will have the ability to directly contact the specialists in confidence as they evaluate the business model options. Also included in the program is a Business Model Evaluator tool, which enables wirehouse advisors to find the right affiliation model that matches their profile and preferences, and helps them decide if they are ready to launch a new business.

Visit advisorintransition.com for more information.