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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
By Tricia Haskins, Fidelity Clearing & Custody Solutions How technology can help lead to better business results We’ve come a long way since high-tech in wealth […]
Just Released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as […]