Articles tagged "Fidelity"
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Second ex-Fidelity exec in a year nabbed by Focus Financial
Garry Taylor's hire comes as Focus shifts it emphasis from acquiring existing RIAs to luring breakaway brokers
January 20, 2012 at 5:01 AM
The 10 most influential figures in the RIA business going into 2012
The RIA power elite: Part 1 of 2
January 3, 2012 at 3:51 AM
Three items of RIA interest
Fidelity study shows 70% of recent widows fire their advisors, Commonwealth and embattled PIEtech strike a deal and Modera Wealth brings aboard a senior planning specialist
December 29, 2011 at 4:13 PM
Big Midwestern RIA hires away a Fidelity exec to realize its $50 billion plan
Mariner Wealth Advisors has reached a critical size where professional management is called for
December 9, 2011 at 5:20 AM
How one charmed referral set Michael Chasnoff on the path to $900 million of AUM
The power of PR and positive press proved to be the afterburners for Truepoint
November 23, 2011 at 4:02 PM
AI Exchange to offer hedge fund-like investments in managed-account form through Schwab, Fidelity
The startup's platform offers advisors access to long-short strategies in managed-account form for investors with $100,000 minimums
November 7, 2011 at 3:20 AM
Schwab and T. Rowe Price finally strike a OneSource deal with help from an ex-Fido exec
Scott David has only just arrived at the Baltimore mutual fund giant from Fidelity in May and he's already pulled off a coup that was 20 years in the making
October 31, 2011 at 12:39 AM
Mike Durbin is putting his stamp on Fidelity as an RIA custodian for asset-flush breakaways
The leader is working to improve its customer services as the custodian pours big bucks into upgrading its tech offerings
October 25, 2011 at 2:11 PM
Fidelity lures a 'game-changing' West Coast practice-management star
Laura Kogen's eclectic skill-set, serious smarts and vivid personality make her a catch
October 24, 2011 at 5:16 AM
Fidelity is shopping for new head of sales after Scott Dell’Orfano is tapped for semi-secret mission
Dell'Orfano and his team are developing product services and technology the better to lure major RIAs
October 19, 2011 at 3:10 PM
Once good for a few million, TD Ameritrade's foot-in-the-door strategy is starting to net billions
With the paperwork signed, TD goes to work wooing big RIAs with technology, special pricing and a maverick culture
October 11, 2011 at 5:42 AM
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
September 28, 2011 at 3:09 AM
Fidelity jumps into the game of providing technology for picking RIA technology
Unlike Actifi technology used by TD Ameritrade, the Boston giant's gizmo declines to suggest vendor names
September 15, 2011 at 3:14 PM
Schwab Advisor Services is nearing $800 billion of RIA assets but analysts are split over whether it can continue to dominate
Fidelity keeps flexing its muscles as Schwab raises its hybrid-friendly profile, reaches out to IBDs and rolls out an ambitious vendor platform
September 6, 2011 at 2:42 AM
Commonwealth, Cetera and The ETF Store take notable actions
Commonwealth replaces Fidelity technology; Cetera snags Gene Goldman; an LPL vet, and upstart ETF Store takes another page out of Adam Bold's book
