News, Vision & Voice for the Advisory Community


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

Author Lisa Shidler December 23, 2013 at 5:48 AM
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Jylanne Dunne: What's most surprising about the study is how concerned the husbands are that the wives aren't prepared.

Bill Winterberg

Bill Winterberg

December 26, 2013 — 6:56 PM

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.



June 26, 2014 — 7:06 AM

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June 26, 2014 — 8:33 AM

A person just desires to sign a document to get the delivery in the superbly planned electronic phone at his residence. Its a digital device with stupefying exterior seems and multiple traits such as camera, wi fi, Bluetooth, USB amongst others. Its super amoled capacitive touchscreen has magnetic charm and it truly is battery lasts enough to satisfy customers.

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March 21, 2024 at 4:41 AM

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

March 12, 2024 at 1:08 AM

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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