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As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3

The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways

Author Timothy Welsh Guest Interviewer and Brooke Southall February 23, 2012 at 4:03 AM
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Ed O'Brien says CRM is an appropriate hub for an advisor system of technology under certain circumstances.

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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Northfield Information Services
Financial Planning Software
Top Executive: Dan diBartolomeo

Oracle CRM for Financial Services; RIA
CRM Software
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