Some RIAs Vow To Keep All Staff In Place

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

Financial Advisor Magazine 2019 Ria Survey & Ranking Issue

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.

Do Annuities And 401(k) Plans Mix?

Tony D’Amico was quoted in Ben Mattlin’s article, Do Annuities And 401(k) Plans Mix? in Financial Advisor Magazine. Tony D’Amico, CEO and senior wealth advisor at Fidato Wealth in Middleburg Heights, Ohio, contends that annuities are “oversold completely. The biggest drawback with annuities as part of a 401(k) is that there are participants of many

What To Do With So Much Optimism?

Investors’ confidence in their ability to fund their retirement is up dramatically this past year, but it may be a misplaced confidence, says financial advisor Tony D’Amico in this article, “What to do with so much optimism?” in Financial Advisor Magazine by Karen DeMasters.

Can Variable Annuities Evolve To Survive The DOL Rule?

Tony D’Amico, CEO of The Fidato Group, is quoted in Chris Robbin’s article, “Can Variable Annuities Evolve To Survive The DOL Rule?” The highest cost annuities likely won’t survive past the DOL rule’s effective date in April 2017, says D’Amico, because advisors likely won’t be able to justify the expense clients would pay for the

Will Fledgling Fee-Based Variable Annuities Take Flight?

In “Will Fledgling Fee-Based Variable Annuities Take Flight?”, Chris Robbins writes that advisors who were already fiduciaries, like RIAs, products like Monument Advisor were the only ways to offer the benefits of an annuity’s tax deferrals. At the Fidato Group, a Strongsville, OH-based RIA, Tony D’Amico says that some clients have been offered Jefferson National’s

Beware the Fiduciary Rule’s Unintended Consequences

Tony D’Amico, chief executive officer of The Fidato Group, is quoted as saying, “I hope it (the rule) produces its intended result, since previous legislation has come out and defined different advisors and their level of care but has largely been ignored and unenforced. I hope that this leads to disclosures and required practices that