Sanjiv Mirchandani, National Financial
About the Author
Sanjiv Mirchandani, National Financial
Sanjiv Mirchandani began his current position in March 2009. As president, he is responsible for leading a management team to further National Financial's brokerage operations.
Previously with Fidelity, Mr. Mirchandani was president of Products and Marketing for Personal and Workplace Investing, where he was responsible for the management, growth and profitability of Fidelity's consumer products and services for retail and workplace investors. Prior to that role, he acted as executive vice president of Brokerage and Asset Management Products within the personal investments business, including Fidelity's retail mutual funds, FundsNetwork, Portfolio Advisory Services, brokerage accounts and retirement, education and healthcare savings products. Mr. Mirchandani also held additional roles within Fidelity's retail business, including retirement, customer segment management and market planning.
Prior to joining Fidelity in 1994, Mr. Mirchandani spent six years at the American Express Company as a director of marketing in the consumer card business. He began his career at the Citibank consumer bank, where he worked for three years.
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By Sanjiv Mirchandani, National Financial |
December 21, 2012
The broker-dealer industry has entered a period of profound change, one that is characterized by fundamental shifts in demographics and attitudes, and in the very nature of the advice model.
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By Sanjiv Mirchandani, National Financial |
November 20, 2012
The nature of the advice investors demand is changing, as are investors and advisors themselves. In the conclusion of this two-part series, how broker-dealers can transform their advisors to benefit from Advisor 2.0.
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By Sanjiv Mirchandani, National Financial |
November 16, 2012
The nature of the advice investors demand is changing, as are investors and advisors themselves. In part one of a series, we present the concrete steps broker-dealers should consider to remain relevant after the revolution.