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David Lau grows the Louisville-based startup by $1.4 billion in one year by creating software to help convert becalmed brokerage annuities into RIA AUM
RIAs run out of superlatives for the eight-year exec's ability to 'get it' at both the intrapreneurial and entrepreneurial level as he ascends to president of $2.3-trillion Fidelity Institutional
Addepar and FolioDynamix team up, Fidelity defends its robo-AMP and Carson tells why the Carson Wealth-LPL partnership failed -- and what blame he takes
Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks
Calling it multicustody may be a stretch but the firm is determined to compete head-on with its own performance reporting software
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