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Schwab and T. Rowe Price finally strike a OneSource deal with help from an ex-Fido exec

Scott David has only just arrived at the Baltimore mutual fund giant from Fidelity in May and he's already pulled off a coup that was 20 years in the making

Monday, October 31, 2011 – 12:39 AM by Brooke Southall
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Scott David: We said: how can we make this happen?

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December 27, 2021 – 9:58 PM

Fidelity Investments loses Kathleen Murphy who largely caught up Fido to Schwab (near $4T) on the retail side by reversing net promoter scores

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January 23, 2021 – 2:02 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally




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