Fidelity’s eMoney Deal Will Help It Compete With Robo-Advisors: Kitces
The personal financial management software could offer a "potential treasure trove" of insights to Fidelity, Michael Kitces says.
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.
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.
New Hire Roundup: Putnam Welcomes Two; Securities America Promotes Belluomini
This week in new hires, Putnam Investments welcomed Charlotte Walsh and Greg Weissman, Michael Belluomini was promoted at Securities America, and John Kim and Chris Blunt took new positions at New York Life.
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.