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Podcast: Orion's The Weighing Machine
Episode: Suzanne Daly of Fidelity Investments - Holistic Wealth Planning and Outsourcing Money Management
Description: 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."...