4 Merrill Teams Go Indie With More Than $1B
The breakaway brokers join HighTower and Dynasty Financial in the West.
TDAI Names Dario Managing Director of Product Management
In this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.
Millionaires’ Outlook Reaches 5-Year High: Fidelity
How millionaires achieved their wealth, as well as their financial outlook and goals, influences their investment behaviors, according to a study by Fidelity Investments.
Broker-Dealer and RIA Executives’ Top Concern: Innovation
A Fidelity Investments poll finds that broker-dealer and RIA executives believe the greatest concern for the industry today is “increasing competition and the need to differentiate.”
Breakaway Brokers See Early Financial Benefits, Fidelity Finds
Study finds 76% of "new independents" say they're better off financially, 64% within first six months of going independent.
Fidelity Hires Away Trust Co. Senior Sales Exec Oros
In a surprise move on Friday, clearing and custodial firm Trust Company of America announced that vice president of national sales Bob Oros is leaving to become EVP of RIA sales and relationship management at Fidelity Investments.
Fidelity Introduces WealthCentral App for iPads
Fidelity Investments announced Thursday that it had developed an iPad app for independent advisors and family office professionals using Fidelity WealthCentral, its open technology platform.
Fidelity Charitable Announces New Advisor Platform
GivingCentral allows advisors to set up and manage Giving Accounts, and make contributions to Fidelity Charitable on behalf of their clients, all online.
Fidelity Adds Envestnet, Redtail, Others to WealthCentral Platform
Fidelity Institutional Wealth Services announced upgrades Tuesday to its WealthCentral platform for RIAs. The company said it is adding six new software choices and 'creating deeper integrations with existing applications for its independent advisor clients.'
Fidelity Releases Technology Evaluator Tool
Fidelity Institutional Wealth Services announced Thursday it had released a new tool to help advisors evaluate and compare available technology solutions.