Articles tagged "Sanjiv Mirchandani"


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What exactly to make of Fidelity's WealthScape and whether it's the bull in the third-party-equilibrium China shop

Calling it multicustody may be a stretch but the firm is determined to compete head-on with its own performance reporting software

February 17, 2016 — 10:34 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

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

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

July 10, 2013 — 1:09 PM UTC

Fidelity gleans why so many 'attractive' advisors cling to wirehouses and Cerulli's newest RIA data shows plenty find courage

Those hefty retention bonuses aren't the only thing keeping brokers tied to their desks -- family sentiment has huge impact on 'fence-sitters'

May 8, 2013 — 10:16 PM UTC

Fidelity holds exclusive annual conference and gets an unforeseen jolt of energy from Bin Laden's death

Advisors were happy to have Bill Clinton, Fareed Zakaria and other experts on hand for perspective

May 11, 2011 — 2:49 PM UTC

Fidelity's big advisor survey: Independent channel seen as most profitable after banner years for firm-switching

More clients come along for the ride; compliance fears keep some advisors from going independent; meanwhile, many refocus on top clients

April 7, 2011 — 1:58 PM UTC

National Financial Services records some wins to ease the pain of Bank of America loss

The number two clearing company is placing emphasis on fee-minded IBDs like Berthel Fisher

February 16, 2011 — 5:38 AM UTC

IBD reps are new wave of breakaways to the RIA channel, say some recruiters and custodians

Schwab has a 45% jump in IBD teams in 2010; others see a similar trend

January 24, 2011 — 3:22 PM UTC
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