If You Do It . . . They Will Come
By Mike PattonDo what, you ask? Why, financial planning of course. Now I'm not talking about the off-the-shelf variety where you spend a little bit of time...
August 07, 2007
McColgan Resigns From FidelityEllyn A. McColgan, president of Fidelity Investments Distribution and Operations, has resigned in order to pursue opportunities outside of the company
August 03, 2007
How Clients Help Motivate UsTwo things seem clear to me. First, there are a limited number of ways people are motivated and second, individuals are motivated differently. Recently, I...
July 27, 2007
The Foundation for Financial Planning Adds More ProjectsThe Foundation for Financial Planning (FFP) supports a wide range of projects across the U.S. that include pro bono financial advice and outreach programs to a variety of groups including low-income families, high school students, and victims of disasters such as Hurricane Katrina. Fidelity's National Financial has joined forces with...
July 27, 2007
Cutting Through the NoiseI heard an advertisement recently for a financial services firm that went something like this, "Don't work for your 401(k); let your 401(k) work for...
July 24, 2007
Pershing Adds Trading TechnologyBroker/dealers and RIA firms that clear through or custody assets with Pershing will have additional trading tools at their disposal with the addition of Neovest, Inc.'s capabilities to Pershing's trading services.
July 24, 2007
Schwab Posts Strong Second Quarter; SI Assets Up to $556 BCharles Schwab Corp. on July 17 reported a 16% jump in net income to $292 million for its second quarter ended June 30, on revenue that rose 10% to $1.205 billion.
July 23, 2007
Fidelity Looks to Make More MatchesFidelity Investments announced July 22 that it would expand the Wealth Advisor Solutions program to New York, Connecticut, New Jersey, and southern California. Wealth Advisor Solutions matches high-net-worth Fidelity clients with a select group of registered investment advisors that have the capabilities that the clients are looking for.