In this episode, we talk about Fidelity's Insights on Sources of Capital and Independence report. Plus, we chat with Mark Hurley, recognized thought leader on the independent wealth management space and co-founder of Fiduciary Network regarding what he's learned and how he sees the landscape changing.

To read the full report visit https://clearingcustody.fidelity.com/app/literature/report/9884713/ma-capital-and-independence-report.html