May 5, 2011
Fidelity nabs a top LPL RIA executive for new ultra-affluent unit
Trevor Norton will lead Fidelity's drive to bring white glove services to giant clients of RIAs
Person
Edward Orazem
3 articles
Articles tagged "Edward Orazem"
Oct 25, 2010
Fidelity arms its RIAs for battle with white-glove brands
Pershing and Schwab are also angling for advisors game to bag some mega-clients
Oct 13, 2010
Fidelity is winning family office assets at a terrific rate
Ex-Citi executive is putting the people and technology in place to lure assets from slow-footed banks
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