Fidelity Testing eSignature Application
By James J. GreenFidelity Institutional Wealth Services is conducting a pilot application, part of its WealthCentral platform for RIAs, that allows investors to place an electronic signature on...
July 31, 2008
The finalistsRosemary Caligiuri, Harvest Group Financial; Mark Fields, EstateMark Financial, Inc.; Chris Hobart, Hobart Financial Group; David Hollander, Liberty Group, LLC; and Stefanos Loisou, Financial Workshops. What makes advisors successful? Is there a
July 11, 2008
What I Learned This WeekOne thing certain about this business is that no matter how long you've been doing it, there is always something new to learn. This week...
July 07, 2008
Mike Patton, Help Desk GuyThings are progressing well. Revenue has increased and I'm now ready to purchase or subscribe to a performance reporting tool. I'm currently looking at Morningstar...
July 01, 2008
Fidelity Introduces 'HybridOne' as Competition Heats UpFidelity Investments has said that its registered investment advisor (RIA) custody business, Fidelity Institutional Wealth Services, and its correspondent broker/dealer business, National Financial, have jointly...
June 30, 2008
The Pros and Cons of an IPSI finished my investment policy statement (IPS) template this week. I have the standard language along with a portion which is customizable. Now that it...
June 16, 2008
Schwab Smoothes Road to IndependenceSchwab Institutional announced on June 12 a multipronged platform--with some existing planks, and some newly laid ones--to ease the transition process for brokers who wish...
June 16, 2008
Fidelity Snares Pershing ExecutiveFidelity Investments named Ronald Fiske as executive VP of product development and management for its Institutional Wealth Services business. Fiske will run Fidelity's new HybridOne...