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 Investments Offers Family Office Services to RIA Firms
RIA's ultra-high-net-worth clients can get 'sophisticated resources' previously reserved for wealthy families.
Fidelity Sees Big Uptick in Brokers Moving to Independence
Fidelity Investments helped some 95 individual brokers and teams, with nearly $7 billion in assets under management, transition to independence in the first half of 2010, the firm announced Wednesday, July 28.
The board of Raymond James Financial confirmed February 19 that Paul Reilly will succeed Tom James as CEO on May 1, as announced by the...
Fidelity RIA, Broker/Dealer Groups Name New Leaders for RM, Investing
New roles for Dell'Orfano, Fiske, and Masiello
Fidelity Says 25-30% Growth is 'Doable'
Fidelity says that it has helped "a record number of brokers" transition to independence in 2009. At the end of November 2009, the number...
Fidelity Institutional Wealth Services said December 9 that 25 of its affiliated RIAs are using its WealthCentral platform, the Web-based, integrated wealth management platform that...
Fidelity Rolls Out WealthCentral Integrated Program
Fidelity Institutional Wealth Services said December 9 that 25 of its affiliated RIAs are using its WealthCentral platform.
Riding out the storm
The economic crisis is only going to get worse. Advisors are not only concerned with their clients' portfolios but the financial stability of their own...