Articles tagged "Mike Durbin"


HeadlinePublish date

Fidelity begins search for new RIA national sales manager as Bob Oros goes millennial, vacating a prized position

The kids pioneered the mindset but now the Oroses of the world grab quality-of-work, make-a-difference opportunities that their experience allows them to command

January 14, 2017 — 1:51 AM UTC

Mike Durbin takes new RIA+ job at Fidelity after an unlooked-for two-year eMoney mission concludes

After Abby Johnson had former RIA chief troubleshoot $250-million purchase, he comes back to stock shelves with robo and alt goodies

December 8, 2016 — 12:08 AM UTC

As Ed O'Brien packs his bags for Philly to take eMoney CEO reins, Mike Durbin resumes his job modifying Fidelity's future from finance to software

Fidelity is piloting eMoney in its own private client business as Thomas McCarthy fills O'Brien's shoes and Durbin eyes more acquisitions

March 18, 2016 — 8:18 PM UTC

After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

February 3, 2016 — 7:46 PM UTC

Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news

eMoney's interim boss, long the king of Fido RIA custody, speaks of eMoney as a de facto genetic implant of blue ocean culture

October 22, 2015 — 6:10 PM UTC

Mike Durbin gets right to work as eMoney CEO with MoneyGuidePro coopetition deal -- even though he's 'interim'

The collaboration of the two sworn competitors and a Fidelity guy in between validates that so-called 'dashboard' technology a killer category with new entrants on the way

October 22, 2015 — 12:37 AM UTC

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now

September 3, 2015 — 7:44 PM UTC

How an iPhone app cut through stilted questioning at Barron's RIA custody panel in Scottsdale

Sterling Shea invited advisors to vote on pressing RIA questions via iPhone -- and they acidly asked Bernie Clark whether Schwab is robo-competing against them

March 27, 2015 — 7:13 PM UTC

The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation

The Fidelity CEO's move reflects a paradigm shift for RIAs, for the whole company

March 16, 2015 — 8:17 PM UTC

Bob Oros jumps to the top 'RIA' spot at Fidelity

With Mike Durbin taking a new day job at the Boston giant, the sales journeyman of Schwab, LPL and TCoA fame gets a coveted title

March 5, 2015 — 8:59 PM UTC

Grand thoughts at the NYC Grand Central Hyatt from Fidelity Investments and RIAs

Part rally, part book launch, the Boston-based custodian rolled into NYC for the last gig of a whistle-stop tour

October 30, 2014 — 6:11 PM UTC

Shirl Penney will grill three of his big vendors on stage in Vegas: Mike Durbin, Mark Tibergien and Bernie Clark

At the MarketCounsel event, the Dynasty Financial chief promises not to toss softballs at the RIA custody heads, saying he knows their strengths and weaknesses

July 10, 2014 — 11:42 PM UTC

Abby Johnson tells RIAs to have all employees, up and down the chain, think client thoughts at Fidelity's 2014 Executive Forum

Advisors -- many with assets in the tens of billions -- were on hand along with New Yorker writers, NPR and other super-thinkers

May 19, 2014 — 1:51 AM UTC

Swatting aside 'doubters,' Joe Piazza uses an improbable hook to nab Wells Fargo private bankers -- pent-up Addepar lust

Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software

April 30, 2014 — 5:26 PM UTC

How rising RIA super-bloggers, 401(k) brush fires and a short RIA-Salesforce courtship captured RIABiz readership

As we examined our top 10 articles Q1, the common denominator was ... an RIA intangible that you know when you see

April 24, 2014 — 6:28 AM UTC