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Articles tagged "Darren Tedesco"


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Darren Tedesco: Doing nothing was the bigger risk, and to allow the [technology] world to continue to spend more, without matching it, was too high of a risk.

Commonwealth CEO Wayne Bloom brushes off rep pushback, spins off Advisor360 to sell formerly exclusive software and research to competitors

From the standpoint of the Waltham, Mass.-based brokerage chief, the revenue from repurposing rep software that creatively finances his firm's $35,000-per-head tech overhead is a necessary evil that has far fewer drawbacks than perceived.

April 12, 2019 at 9:13 PM

Matthew Weibler: Commonwealth’s new CRM is shockingly fast.

Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie

At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer

December 2, 2015 at 4:58 AM

Victor Fettter: We believe there's a special sauce that LPL can provide and I don't think there's one size fits all.

Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting

The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent

April 21, 2014 at 3:36 AM

Larry Sinsimer: This is a statistic that advisors have the power to change.

Three items of RIA interest

Fidelity study shows 70% of recent widows fire their advisors, Commonwealth and embattled PIEtech strike a deal and Modera Wealth brings aboard a senior planning specialist

December 29, 2011 at 4:13 PM

Gene Goldman: I had butterflies in my stomach because I was so excited about the opportunity to work here.

Commonwealth, Cetera and The ETF Store take notable actions

Commonwealth replaces Fidelity technology; Cetera snags Gene Goldman; an LPL vet, and upstart ETF Store takes another page out of Adam Bold's book

August 22, 2011 at 2:48 AM

Darren Tedesco: We said: let’s pay a little more and get exactly what we want and control our own destiny.

Commonwealth's revamp of technology includes subtracting Advent

The big IBD wasn't impressed with the value presented by third-party performance reporting companies

June 1, 2011 at 2:36 PM

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