May 1, 2013
Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?
'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything
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Ed O'Brien
29 articles
Articles tagged "Ed O'Brien"
Page 2 of 2Feb 14, 2013
T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables
Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors
Oct 31, 2012
Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now
Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged
Oct 26, 2012
Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits
NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office
Mar 19, 2012
Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future
Many providers are stuck at 10% mobile adoption rate, but Fidelity has hit 40% and Orion 30% with their RIA clients
Feb 23, 2012
As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3
The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways
Nov 16, 2011
What Neesha Hathi has to say about Schwab's oh-so-slow-but-steady technology initiative
The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?
Sep 28, 2011
Fidelity is set to add Envestnet, Redtail, Morningstar, AppCrown and Salesforce to WealthCentral
Early to the integration game, the Boston giant will seek to pad its lead -- but it could take a while to execute
Feb 18, 2011
Fidelity releases WealthCentral Mobile for the iPhone
Android app to come in Q1
Oct 14, 2010
Technology review: Fidelity's WealthCentral is solid and smart but still has seams
Getting people to switch is complicated because it means getting a commitment and collecting big fees
Sep 23, 2010
Fidelity Institutional and Black Diamond tie the knot through WealthCentral
The companies promise 'bi-directional' integration
Aug 31, 2010
Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch
The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations
Jul 30, 2010
Joining the industry-wide trend, TD Ameritrade announces its upcoming project for "open architecture" technology integration
Custodian hopes to open the platform to all vendors that pass a security check
May 11, 2010
Schwab unveils a plan to create a grand ecosystem of top technology vendors to RIAs
Executives of the San Francisco RIA custodian believe they can take integration further than Fidelity's WealthCentral