Fidelity Merges Clearing and Custody Arms; Launches Tech Unit
The combination of National Financial and Fidelity Institutional Wealth Services is five years in the making. Fidelity Wealth Technologies will be led by Mike Durbin.
New Hire Roundup: SIFMA Elects New Board Officers
Meanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firm’s private investment funds practice
Fidelity Clearing Unit to Reorganize, Appoint New Leaders
Fidelity Institutional announced Wednesday that it would reorganize the business due to rapid changes in the financial advice industry.
Fidelity Institutional Names Couto to Head Renamed Investment Division
Fidelity Investments on Friday named Scott Couto as president of Fidelity Financial Advisor Solutions, the unit formerly known as Fidelity Investments Institutional Services.
Changes at the Top for RIA Units at Fidelity and Schwab
At a time when growth in the RIA channel has been robust to say the least, the two largest custodians have announced executive changes and...