Category: Press

The RIA consultancy has hired Barret Frost, who was formerly a vice president of Fidelity’s custody business and a recruiter at LPL Ian Wenik 15 November 2019, 13:28 (Published on CityWireUSA) RIA consultancy Fusion Financial Partners has made a key hire from Fidelity’s custody business. The Carlsbad, Calif.-based firm has hired Barret Frost to serve

CARLSBAD, Calif., Feb. 14, 2019 /PRNewswire/ — Fusion Financial Partners announces strategic partnership with Progressive Management Associates to bring additional resources through specialized coaching to assist break-away advisor teams with business optimization. Formed two years ago by industry veterans and former HighTower executives, Mike Papedis and Kimberly Papedis, Fusion is a leading business consulting agency for