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Fidelity reorganizes its advisor business and extrudes a custody unit aimed at outsourcers, roll-ups and TAMPs

The move is the biggest effort yet to wield the combined capacities of National Financial Services and Fidelity Institutional Wealth Services as a single Fidelity weapon

Author Brooke Southall July 10, 2013 at 1:09 PM
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Mike Durbin: Our attitude is the world is an absolutely enormous place so the overlaps don't bother us at all.

Elmer Rich III

Elmer Rich III

July 10, 2013 — 8:14 PM

Interesting. Smart money moves first. Great reporting.

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http://www.columbusunderground.com/forums/users/ko

June 26, 2014 — 5:00 AM

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June 26, 2014 — 6:28 AM

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Fidelity lays off 700 -- not for costs or [bad] performance -- but to shift headcount and hire more client-facing and tech staff, touching off 'panic posting' on job board

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Cetera hiring Mike Durbin as CEO -- overseeing its existing 'CEO' -- completes Genstar's stellar HR week after it put Charles Goldman atop Orion's board -- with 'exponential' growth in mind for the 'middle market' companies

The Los Angeles broker-dealer nabbed the Fidelity legend to take its $118-billion AUM and 8,000 advisors higher, just as Orion -- also majority owned by Genstar -- makes a similar move.

May 18, 2023 at 1:46 AM

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