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.
Fidelity Poll: Broker-Dealers and RIA Firms Focused on Hiring in 2011
New clients to be primary driver of growth this year.
What Does It Take for Millionaires to Feel Wealthy?
Fidelity Millionaire Outlook survey indicates millionaires’ magic numbers and their current attitudes toward the economy and investing.
Fidelity Introduces New Referral Tool for Advisors
Referral-EDGE searches database of public information to identify HNW prospects.