Articles tagged "Fidelity Clearing & Custody"
Fidelity Institutional looks like a big TAMP after Mike Durbin removes last internal walls between products and advisors after 'meteoric' 2019 leap; two Fido RIA sales legends depart amid the shift
Rich Policastro and Tom Valverde are out after Fidelity Custody & Clearing assets leap to $2.6 trillion AUA, restructuring gets the credit -- and so restructuring gets extended.
March 13, 2020 at 10:36 PM
Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it
The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate
February 28, 2020 at 11:09 PM
Fidelity Investments launches its API-forward 'open architecture digital store' as big RIAs demand help fine-tuning client service -- with Schwab likely on deck
The Boston giant's push is more about RIA self-help than the third-party integrations TD Ameritrade makes hay with but now Schwab Advisor Services may be pushed to respond.
October 17, 2018 at 3:24 AM
New LPL CEO Dan Arnold thrills Wall Street in debut by laying out vanilla vision
Deflecting talk of RIA strategies and alliances with giants aside, Mark Casady's successor says LPL Financial's recruiting machine is poised to crank in DOL turmoil cast-offs
February 10, 2017 at 7:55 PM
LPL takes selling off the table and takes out boisterous Mark Casady at CEO in favor of quiet Dan Arnold
The firm's future as an independent public company is assured for now but the abrupt shift in management style poses new questions
December 6, 2016 at 12:52 AM
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 at 5:39 PM
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