Articles tagged "Fidelity"


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Anything but sales-y, David Canter takes RIA helm at Fidelity with ambition to sell like crazy

The Schwab alum and long-time sidekick to Bob Oros and Mike Durbin is a lawyer, consulting expert and is 'over the moon' about his new role

March 6, 2017 — 10:56 PM UTC

Fidelity and Schwab one-two $4.95 price punch staggers industry with execs willing to go 'far, far, far further'

As the Boston and San Francisco giants forgo hundreds of millions in profits in play-for-market-share in higher-margin businesses -- like advice

March 2, 2017 — 8:03 PM UTC

An e-marriage of Schwab and Fidelity, a reflective Ron Carson and good jargon-bashing made T3 take off like that helicopter outside

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

February 21, 2017 — 6:52 PM UTC

Jon Stein unleashes elite RIA referral unit as crown jewel of grand Betterment plan to sell virtual fiduciary advice

Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence

January 31, 2017 — 10:11 PM UTC

How a Schwabian picture is emerging as Bob Oros joins John Clendening as chief of 4,500 underachieving HD Vest reps

Ex-Schwab retail chief Clendening makes the ex-Fido RIA chief his new CEO -- with ambitious plans in an atmosphere of revenue-sharing, variable annuities and commission sales

January 24, 2017 — 12:17 AM UTC

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

After leaving Envestnet, Jay Hummel pops up at American Century with a 21st century plan

The former 'thought leader' is moving three children to Kansas City to more rapidly move the old-line mutual fund company to action

January 4, 2017 — 7:06 PM UTC

Abigail Johnson to succeed her father as head of the board -- but will her leadership style resonate in a company seeking a new true north?

CEO since 2014, 'Abby' now heads a 401(k) king amid DOL hell and a mutual fund leader as ETFs take over at a giant company at a time when small and agile wins the race

November 22, 2016 — 7:17 AM UTC

How Barron’s 'Next' lays bare the tail-wags-dog sponsored content predicament facing financial journalism

The web-only Dow Jones publication for wealth-seeking, 'coddled' millennials chums its site with brands under bylines in search of millennial bites as media mavens wonder if the under-40s will accept it, notice it or have enough money to act on it

November 16, 2016 — 9:21 PM UTC

Cetera's giant software buy shows how eMoney's founder could prove a thorn in the Fidelity side $250 million later

MoneyGuidePro's Kevin Knull credits Edmond Walters for helping sell Cetera on doubling down on MGP planning software

November 11, 2016 — 12:20 AM UTC

Vanguard set to launch geek-spirited think tank in heart of Philly as its 'robo' (that really isn't) hits $47 billion of AUM

The 'innovation center' adds to CEO Bill McNabb's theme of Google emulation and perches at the nexus of Penn, Drexel, Temple and other local universities

November 4, 2016 — 9:09 PM UTC

eMoney form inspires Fidelity function in NYC that serves up a familiar menu with fine garnish

Philip Palaveev, not for the first time, kept Fidelity’s Inside Track conference as sparkly as its ballroom

October 27, 2016 — 7:44 PM UTC

How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick

Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks

October 26, 2016 — 5:39 PM UTC

After Fidelity Investments and its owners get blasted by Reuters for alleged high-level conflicts of interest, Morningstar accepts the Boston-based giant's explanation

Fidelity says it was misrepresented, Reuters stands by its story and a Fidelity forever RIA urges the venerable Boston firm to apply a quick coat of Scotch Guard to its white hat

October 14, 2016 — 5:55 PM UTC

Why legacy firms that buy robos in haste show no signs of urgency after they take title

Too much hustle and ambition can be as harmful as too little, according Jasen Yang's closely argued analysis

September 1, 2016 — 10:30 PM UTC