September 18, 2017

Fidelity® Announces General Availability of AMP, A Planning-Led Digital Advice Solution Co-Developed with eMoney

Fidelity Clearing & Custody Solutions® has announced general availability of Fidelity AMP (Automated Managed Platform), its financial planning-led digital advice solution co-developed with eMoney Advisor. AMP allows financial advisors to manage […]
June 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
April 13, 2017

A Conversation with David Canter, New Head of the RIA Segment at Fidelity

On a recent visit to Boston, I had a chance to catch up with David Canter, the new Head of the RIA Segment at Fidelity Clearing […]
October 18, 2016

The Power of the eMoney/Fidelity Combination Begins to Reveal Itself

Fidelity recently announced the initial rollout of their new total advisor platform, beginning a multi-year effort that will continue through at least 2018.  The goal of […]
October 18, 2016

Fidelity to Launch Digital Advice Platform for Advisors

Ever since the launch of Fidelity’s direct-to-consumer digital offering (robo advisor) was announced, I’ve been anxious to see what Fidelity had in store for advisors. The […]
October 10, 2016

The Golden Age of FinTech in Wealth Management

I tweeted recently that the Fall season in the independent advisory industry draws parallels to football season – after a prolonged, fairly sleepy Summer of re-charging, […]
May 10, 2016

Fidelity Celebrates Financial Advisors Who Are Building Great Businesses

Call for Self-Nominations Opens for the Second Annual Fidelity Be Greater® Awards Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and […]
March 28, 2016

Insights from a New Pershing/Aite Digital Advisor Study

Pershing just released a new study entitled “The Emerging Digital Advisor” in collaboration with Aite, an independent research firm. The study highlights five things that readers […]
March 17, 2016

Mike Durbin Announces eMoney’s New CEO

March 17, 2016

The Perfect Man for the Job

After a comprehensive executive search, eMoney has named Ed O’Brien as the firm’s new CEO. They could not have made a better choice. A thirty-year Fidelity […]
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