Articles tagged "Mike Durbin"

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As Ed O'Brien packs his bags for Philly to take eMoney CEO reins, Mike Durbin resumes his job modifying Fidelity's future from finance to software

Fidelity is piloting eMoney in its own private client business as Thomas McCarthy fills O'Brien's shoes and Durbin eyes more acquisitions

March 18, 2016 — 8:18 PM UTC

After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

February 3, 2016 — 7:46 PM UTC

Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news

eMoney's interim boss, long the king of Fido RIA custody, speaks of eMoney as a de facto genetic implant of blue ocean culture

October 22, 2015 — 6:10 PM UTC

Mike Durbin gets right to work as eMoney CEO with MoneyGuidePro coopetition deal -- even though he's 'interim'

The collaboration of the two sworn competitors and a Fidelity guy in between validates that so-called 'dashboard' technology a killer category with new entrants on the way

October 22, 2015 — 12:37 AM UTC

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now

September 3, 2015 — 7:44 PM UTC

How an iPhone app cut through stilted questioning at Barron's RIA custody panel in Scottsdale

Sterling Shea invited advisors to vote on pressing RIA questions via iPhone -- and they acidly asked Bernie Clark whether Schwab is robo-competing against them

March 27, 2015 — 7:13 PM UTC

The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation

The Fidelity CEO's move reflects a paradigm shift for RIAs, for the whole company

March 16, 2015 — 8:17 PM UTC

Bob Oros jumps to the top 'RIA' spot at Fidelity

With Mike Durbin taking a new day job at the Boston giant, the sales journeyman of Schwab, LPL and TCoA fame gets a coveted title

March 5, 2015 — 8:59 PM UTC

Grand thoughts at the NYC Grand Central Hyatt from Fidelity Investments and RIAs

Part rally, part book launch, the Boston-based custodian rolled into NYC for the last gig of a whistle-stop tour

October 30, 2014 — 6:11 PM UTC

Shirl Penney will grill three of his big vendors on stage in Vegas: Mike Durbin, Mark Tibergien and Bernie Clark

At the MarketCounsel event, the Dynasty Financial chief promises not to toss softballs at the RIA custody heads, saying he knows their strengths and weaknesses

July 10, 2014 — 11:42 PM UTC