A number of registered investment advisory firms—including some well-know billion-dollar shops—are vowing to hold on to all of their talent as the coronavirus challenge continues despite anticipating a sharp haircut to revenues. Tony D’Amico, CEO at Fidato Wealth in Middleburg Heights, Ohio, stressed that advisors’ own business and emergency planning will be integral to their
For the third year in a row, Fidato Wealth has been recognized as a Top Advisor by the respected financial services industry magazine, Financial Advisor. The ranking is based on assets under management and comprises more than 600 firms. To be eligible, firms must be registered investment advisors and provide financial planning services to clients.