Fidelity to Roll Out Web-Based Integrated Wealth Management Platform
By James J. GreenFidelity Investments announced that it will make a new wealth management platform available to its affiliated RIAs that integrates Siebel On Demand CRM, the Advent portfolio management application, and NaviPlan financial planning software.
October 19, 2007
Brokers Want Growth, Recruiting, and RetentionTo help their correspondents achieve these business goals, National Financial is launching two new initiatives to support these broker/dealers in their efforts to recruit and develop representatives.
October 16, 2007
Advantage: RIAI read an interesting article the other day pertaining to the recently overturned broker dealer rule. You see, I am currently in the process of...
October 12, 2007
New Head for Fidelity Institutional ServicesFidelity Investments has named Michael Clark, former CEO of JPMorgan's $15 trillion Worldwide Securities Services business, to head its institutional services business.
October 10, 2007
What Is a Financial Advisor?I know this blog is supposed to chronicle my journey to independence, but there has been a question rolling around in my gray matter for...
October 01, 2007
Your Assistance, Please!In this blog, I'd like to ask your help on a few important issues. As I enter my seventh month of independence, I find some...
September 23, 2007
Of Webinars and PostcardsLast week I wrote about my upcoming Webinar and some marketing plans. Here's how those two items have developed. Webinar Update The Webinar was held last Wednesday...
September 18, 2007
No More "FRIAG"Fidelity Investments announced September 18 that it is renaming its advisor custody unit Fidelity Institutional Wealth Services to reflect the "evolving role that trust institutions and third-party administrators (TPAs) also play in meeting the wealth management needs of investors," noting that assets in personal trusts are expected to in crease...