Fidelity jumps into the game of providing technology for picking RIA technology
Unlike Actifi technology used by TD Ameritrade, the Boston giant's gizmo declines to suggest vendor names
Josh Meyer
http://www.advisortechtools.com/ was actually the first place an advisor could compare and evaluate technology tools (200 of them). We even have a web application that allows a firm to see how they could improve data flow between applications they own or are considering owning.
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TD Ameritrade's board suddenly pushes out Tim Hockey after his big misread of RIAs; Tom Bradley name-dropped as successor
The CEO broke the TD promise never to compete with RIAs, took it back and got sent packing
July 23, 2019 at 4:30 AM
Another A-list RIA Schwabbie lands on his feet -- this time at DeVoe & Co. -- after TD Ameritrade merger displacement of 2,000-plus
Tony Parkin takes the reins as president of the San Francisco M&A shop and reunites with ex-Schwab boss who left 14 years ago
May 10, 2024 at 1:29 AM
Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.
April 2, 2024 at 1:28 AM
A canary in the coal mine, Amy Richardson left Charles Schwab & Co. for an RIA -- before the 2,000 layoffs -- now a robust job market is saving the Schwab diaspora, she says
The former Schwab director wants former colleagues to know life exists after Schwab and good job opportunities are plentiful in the financial services sector.
December 20, 2023 at 1:52 AM
See more related moves
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
ActiFi, Inc.
Consulting Firm
Top Executive: Spenser Segal
