Life After Ellyn McColgan
Ellyn McColgan's abrupt resignation from Fidelity Investments last month is not only a big loss for the Boston-based fund company, but also for advisors. Ellyn...
A Flush Fidelity Celebrates
The good news for RIAs is that there's plenty of competition for your business from the custodians who would be your preferred partner. The good...
A Flush Fidelity Tests Referral Program, Plans Name Change
Speaking at the annual gathering of its top advisors in Naples, Florida, Fidelity Brokerage Company President Ellyn McColgan and Fidelity Registered Investment Advisor Group President...
SIFMA Elects Directors
The Securities Industry and Financial Services Association (SIFMA), announced December 20 that it has elected a Board of Directors, the same slate that was proposed at the November SIFMA Launch in Boca Raton, Florida, and nominated officers for whom it is expected that the Board will vote at its meeting...
Now and Then
When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Not only do...
What's the News?
The old journalism joke goes that the definition of "news" is what the editor experienced that day, or week, or month. When the guy at...
At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million. "We've probably spent about $10...
At Fidelity Conference, Optimism and Pledges to Support Advisors
The Fidelity Executive Forum brings together under one roof the top executives and clients of several disparate parts of the Fidelity Brokerage Company.
Fidelity Vet Named to Head Advisor Unit
William Carey named president of Fidelity advisor unit
Fidelity Finds Americans Woefully Unprepared for Retirement
Ellyn McColgan, president of Fidelity Brokerage Company, renewed the call for Americans to get serious about saving for retirement, and urged plan sponsors and advisors to continue helping consumers plan for retirement during a speech at The National Press Club in Washington June 7.