Fidelity Investments

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  Fidelity, TD Ameritrade Raise Stakes on ETFs

  By Joyce Hanson, AdvisorOne  |  May 14, 2013

  As the ETF industry gains a larger foothold in the U.S. capital markets, Fidelity and TD Ameritrade are plunging deeply into the ETF space.

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  Advisors Mulling a Move Should Check the Elephant in the Room

  By Gil Weinreich, AdvisorOne  |  May 10, 2013

  Conversations about career transitions tend to focus on the advantages of making a move while ignoring the risks of moving, Cetera says.

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  Top Portfolio Products: New Target Volatility Portfolio From Fidelity

  By Marlene Y. Satter, AdvisorOne  |  May 10, 2013

  New products introduced over the last week include a new target volatility portfolio by Fidelity and a new emerging-markets local debt portfolio from Invesco PowerShares.

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  Advisors More Likely to Switch Firms With Family’s Approval

  By Gil Weinreich, AdvisorOne  |  May 9, 2013

  Memo to recruiters: A focus on the financial advantages of switching firms may ultimately be less effective than demonstrating how a move might improve the advisor’s work-life balance.

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  New Hire Roundup: Marcus Goes to Genworth

  By Marlene Y. Satter, AdvisorOne  |  May 8, 2013

  This week in new hires, Joel Marcus joined Genworth Wealth Management and Direxion brought in Patrick Rudnick as CFO.

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  New Hire Roundup: Westport Resources Promotes DeLaura

  By Marlene Y. Satter, AdvisorOne  |  May 1, 2013

  This week in new hires, Westport Resources promoted Christopher DeLaura and added Ashley Schexnaildre, and Susan Axelrod was promoted and Jonathan Sokobin was added by FINRA.

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  Fidelity Introduces Cloud-Based Advisor Platform

  By John Sullivan, AdvisorOne  |  April 25, 2013

  Fidelity found 39% of advisors were currently employing some form of cloud computing.

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  Fidelity Measures Advisors’ Impact Through Financial Crisis

  By Danielle Andrus, AdvisorOne  |  April 5, 2013

  Fidelity found that those who used an advisor felt more prepared both before and after the crisis, and were more likely to say the economy has improved.

• On the Road to Independence

  By Jane Wollman Rusoff  |  April 1, 2013

  The dream of energy independence for the United States of America is fast becoming a reality.

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  Clearing Firms Gain a Human Touch

  By Jane Wollman Rusoff  |  April 1, 2013

  Traditionally, clearing firms have helped independent broker-dealers by ruling the back office. Now these durable companies are stepping out front by tuning BDs in to vital growth opportunities—as well as to potential perils.