Maggie Serravalli

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  Outlook 2011, Advisors: Top 10 Challenges for BDs, RIAs, Wirehouses

  By James J. Green, AdvisorOne  |  January 7, 2011

  Finding alpha, conducting due diligence, fiduciary and budget woes top the year's challenges for all advisors.

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  6 Key IRS Cost-Basis Reporting Changes for Advisor-Clients: Fidelity Report

  By Danielle Andrus, AdvisorOne  |  December 13, 2010

  Fidelity released a report on Monday to help advisors "understand differences between the proposed cost-basis reporting requirements and those recently finalized by the Internal Revenue Service."

• Catching Up With...

  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...

• Fidelity Upgrades RIA Services

  By Michael S. Fischer  |  March 19, 2010

  Fidelity Investments has begun to provide its RIA clients dedicated service teams that will process all service interactions and transactions.

• Fidelity Rolls Out New Service Model for Affiliated Advisors and B/D Reps

  By Robert F. Keane  |  March 15, 2010

  Centralized client service organization aimed at independent advisors, B/Ds, family offices, and traders