News, Vision & Voice for the Advisory Community


My day of visiting the Fidelity campus in Boston and what vision and vibe I experienced

There's a Silicon Valley feel of natural light, spread-out buildings and sleeve-rolling that contrast with previous visits

Author Brooke Southall July 12, 2013 at 1:39 AM
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The lobby at 315 Summer St. is airy, high-ceilinged, adorned by bright modern art and nobody engaged in conversations qualified in my mind as a dour New Englander.

Mike Durbin


Jay Lanigan


Ed O'Brien


Ellyn McColgan


Al Lee



June 26, 2014 — 12:03 AM

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June 26, 2014 — 1:34 AM

The fight in dimensions between your amusement park titans is won by Walt Disney Earth in Orlando. Walt Disney Entire world includes more than 30,000 acres of land, mostly undeveloped. Since the number of site visitors inside the Orlando amusement park increases, the improvement of new leisure parks is more quickly.

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January 23, 2021 at 2:02 AM

Fidelity Institutional looks like a big TAMP after Mike Durbin removes last internal walls between products and advisors after 'meteoric' 2019 leap; two Fido RIA sales legends depart amid the shift

Rich Policastro and Tom Valverde are out after Fidelity Custody & Clearing assets leap to $2.6 trillion AUA, restructuring gets the credit -- and so restructuring gets extended.

March 13, 2020 at 10:36 PM

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

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

December 16, 2023 at 2:22 AM

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