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Postscript to the Fidelity Executive Forum article: The RIA perspective

Abigail Johnson sent the right message with her presence and her speech, advisors say

Author Brooke Southall May 20, 2010 at 5:51 AM
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Abigail Johnson stood in Monday morning and addressed the high executive turnover issue



Women of Wealth Management

Stephen Wershing

Stephen Wershing

May 21, 2010 — 7:46 PM

As an attendee there was one other aspect of the conference that encouraged me: the new practice of bringing the RIA and clearing clients together into one meeting.

I have worked with organizations that had relationships with both sides of Fidelity, and it always perplexed me why they were always kept so separate – to the point that there were times one side would not even admit the other side existed.

There is a clear trend toward the hybrid office. I most recently ran a firm that targeted those firms as clients. Fido’s commitment to bring the two sides of their organization together to better serve those firms is a welcome trend.



June 19, 2015 — 4:34 PM

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May 18, 2023 at 1:46 AM

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The 'no whining allowed' leader of the Boston giant's retail business, who oversaw $2 trillion in net new assets, was ready to exit but hung in through a year dominated by COVID-19 challenges

January 23, 2021 at 2:02 AM

Fidelity Institutional looks like a big TAMP after Mike Durbin removes last internal walls between products and advisors after 'meteoric' 2019 leap; two Fido RIA sales legends depart amid the shift

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March 13, 2020 at 10:36 PM

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