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 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.
Breakaway Broker Trend Accelerates
The migration of broker teams from large brokerage firms to the independent model of registered investment advisor (RIA), or independent broker/dealer (B/D), continues.
Charles Goldman Finds New Home at Fidelity
Fidelity Investments announced November 25 that it had hired Charles Goldman
Fidelity Names New Head of RIA Unit
Fidelity Investments on November 19 named Michael Durbin as president of its RIA custody unit
THE GLUCK REPORT, Part II: Happy Ending for IDS?
Integrated Decision Systems, the portfolio management software company that lost its venture-capital funding after it was selected as the centerpiece for Fidelity's new integrated technology...