Former Fidelity Exec Mike Durbin to Lead Cetera Holdings
By Jeff BermanThe industry veteran will work with Cetera Financial Group CEO Adam Antoniades, who leads its 8,000 financial professionals.
April 13, 2023
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2023A poll finds most DIY investors, including those seeking guidance from advisors, don't understand how technology manages portfolios.
April 10, 2023
Former Head of Fidelity Billionaires' Family Office Leaves FirmThe Johnson family's private firm hired former hockey star Lane MacDonald in 2014 and he then moved to parent company FMR.
April 03, 2023
Nationwide Gets Closer to Fidelity — and InvescoThe relationships will add a distribution option and expand a variable annuity's fund menu.
March 03, 2023
6 Reality Checks for Wannabe 401(k) Plan AdvisorsThis potentially lucrative market is tougher than many advisors think, Fidelity pro turned RIA Jarrod Sandra warns.
March 01, 2023
Women Likely to Help Other Women Reach Financial Goals: FidelityNearly 70% of female respondents in the survey said they help other women because another woman helped them.
February 23, 2023
Fidelity Launches Active Muni Bond FundThe new fund includes investment-grade and non-investment-grade municipal bond exposure.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,