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By Robert F. Keane |
April 1, 2010
On March 15, Fidelity Investments announced the creation of a new "client experience" organization designed to meet the evolving demands of Fidelity's advisor clients across...
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By Robert F. Keane |
March 15, 2010
Centralized client service organization aimed at independent advisors, B/Ds, family offices, and traders
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By Staff Writer |
June 9, 2009
Fidelity Investments of Boston and Kohlberg Kravis Roberts & Co. (KKR) in New York have announced an agreement to give Fidelity's retail and institutional brokerage customers exclusive access to IPOs and follow-on offerings underwritten by KKR
