Fidelity's new research unlocks women by fixating on -- men -- but elicits an 'ahem' from a big RIA client
As part of its gender efforts, the Boston giant has crafted a quiz -- one that strikes United Capital's Joe Duran as suspiciously familiar
Bill Winterberg
I had to Google “Financial Compatibility Quiz” to find the link: https://communications.fidelity.com/couplesquiz/
And is Duran alluding to similarities with the Money Mind tool, or the decision checklist for couples? It’s not clear, and after looking at both, I really don’t see similarities to Fidelity’s Compatibility Quiz.
Nevertheless, checklists and questionnaires are a starting point. Much more certainly remains in order to earn the trust of clients.
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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.
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Fidelity lays off 700 -- not for costs or [bad] performance -- but to shift headcount and hire more client-facing and tech staff, touching off 'panic posting' on job board
The $12.6 trillion Boston investments eyes 2,000 new hires to speak directly to clients or develop more tech products, but lack of clarity jars some staffers
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Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units
At her hire, analysts were adamant the head of Fidelity retail had 'big shoes to fill' to replace legendary Kathleen Murphy and her task of 'digitiizing' retail was no small ask
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