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By John Sullivan, Advisorone |
January 27, 2012
In a surprise move on Friday, clearing and custodial firm Trust Company of America announced that vice president of national sales Bob Oros is leaving to become EVP of RIA sales and relationship management at Fidelity Investments.
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By Kathleen McBride, AdvisorOne |
October 25, 2010
RIA's ultra-high-net-worth clients can get 'sophisticated resources' previously reserved for wealthy families.
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By Michael S. Fischer |
July 29, 2010
Fidelity Investments helped some 95 individual brokers and teams, with nearly $7 billion in assets under management, transition to independence in the first half of 2010, the firm announced Wednesday, July 28.
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By Staff Writer |
April 1, 2010
The board of Raymond James Financial confirmed February 19 that Paul Reilly will succeed Tom James as CEO on May 1, as announced by the...
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By James J. Green, AdvisorOne |
March 10, 2010
New roles for Dell'Orfano, Fiske, and Masiello
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By Janet Levaux, AdvisorOne |
February 1, 2010
Fidelity says that it has helped "a record number of brokers" transition to independence in 2009. At the end of November 2009, the number...
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By Kara P. Stapleton |
January 1, 2009
Fidelity Institutional Wealth Services said December 9 that 25 of its affiliated RIAs are using its WealthCentral platform, the Web-based, integrated wealth management platform that...
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By James J. Green, AdvisorOne |
December 9, 2008
Fidelity Institutional Wealth Services said December 9 that 25 of its affiliated RIAs are using its WealthCentral platform.
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By Jenny Ivy |
November 1, 2008
The economic crisis is only going to get worse. Advisors are not only concerned with their clients' portfolios but the financial stability of their own...
