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Mike Durbin is putting his stamp on Fidelity as an RIA custodian for asset-flush breakaways

The leader is working to improve its customer services as the custodian pours big bucks into upgrading its tech offerings

Tuesday, October 25, 2011 – 2:11 PM by Lisa Shidler
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Mike Durbin: We want to have the largest clients with the most assets. We're going after the largest teams and getting them.

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Aite Group
Consulting Firm
Top Executive: Frank Rizza




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