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Content tagged "Fidelity Institutional Wealth Services"


Fidelity Institutional Wealth Services

Filed under: Asset Custodian
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Stuart DePina of Tamarac is Envestnet's RIA connection

Observations on the Envestnet Advisor Summit from the carsick seat of a Chicago taxi cab
Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport

Friday 5.16.14
Bill Crager: We're not going to be a robo advisor. We're not going direct to consumers.

Bill Crager: I've got your back against the attack of the killer robo-advisors
Bringing the wood at the Envestnet Advisor Summit, the president allows that online advisors are crackerjack at providing account views 24-7 but human advisors can close that gap

Friday 5.16.14
'Telepresence' robots allow an advisor to be in two places at once -- at least from the neck up.

Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients
Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors

Thursday 5.1.14
Joe Piazza: I prefer to let my actions and the success of our firm speak to the doubters.

Swatting aside 'doubters,' Joe Piazza uses an improbable hook to nab Wells Fargo private bankers -- pent-up Addepar lust
Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software

Wednesday 4.30.14
Steve Anderson became RIABiz' top Q1 newsmaker when he announced his firm had 'fired' $25 billion worth of 401(k) clients.

How rising RIA super-bloggers, 401(k) brush fires and a short RIA-Salesforce courtship captured RIABiz readership
As we examined our top 10 articles Q1, the common denominator was ... an RIA intangible that you know when you see

Thursday 4.24.14
Tom Valverde's hire is part of Fidelity's new 'geographical' sales strategy.

Fidelity Institutional bags Pershing's RIA sales chief and gives him a lesser title
The prize is Tom Valverde who Pershing replaces with Ben Harrison

Thursday 4.17.14
Alois Pirker: Innovation is now more of a visionary thing, and an appetite thing, rather than about the monetary angle.

The 6 biggest trends affecting the RIA business
Alois Pirker, Mike Durbin and Meredith Rice help RIABiz paint the Big Picture for private wealth management in the U.S. and beyond

Monday 2.24.14
Derek Jaskulski: My gripe is that when you have special groups like advisors, [Salesforce] should be aware that e-mail retention is an industry requirement.

How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking
After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details

Wednesday 1.22.14
Joe Piazza: I won't allow any other firm to own us. We don't need anybody's money.

As Joe Piazza's 'Robertson Stephens' venture gears up for '$40 billion,' he adds Mercer, Addepar, Fidelity and Schwab and subtracts Fortigent
The ex-Goldman Sachs executive draws blood with poaching of rival Presidio Group's Mike Tierney, but his quest for a quick $1-billion of AUM will soon be tested

Tuesday 12.3.13
Neesha Hathi is striving for 'one-step publishing.'

Schwab unveils 'Project PM' at IMPACT -- a 'new vision' for using the company's data to fuel PortfolioCenter
The 'next-generation portfolio management system' takes data cleanliness into a godliness realm but competitors and observers offer sharp criticism of the plan -- and its mushy deadline for completion

Tuesday 11.12.13
The Brothertons hope to keep their edge by banding with Joe Duran's crew.

United Capital announces an RIA deal with plenty of spin
The Newport Beach roll-up brings on a Fidelity RIA in Arizona with $150 million owned by a married couple that advises together and skates together

Wednesday 10.9.13
Andrew Gonski: It made us commit to a higher level of asset management and risk management.

LPL bags a big Ameriprise advisor-under-RIA after CFA pursuit 'opened my eyes'
The big IBD will share the relationship with a Boston-based OSJ that uses LPL

Friday 9.13.13
Jennifer Ingham: The B-D relationship is needed because in the RIA world of investments for corporate retirement plans. many funds still pay some sort of revenue sharing.

Why a $1-billion Fidelity RIA is placing LPL at the heart of its 401(k) business
Ingham Retirement dropped Sentinel Securities for LPL and is also becoming a retirement plan vendor to many LPL reps

Wednesday 5.22.13
Peter Raimondi and Scott Dell'Orfano are building on a relationship forged as client and custodian exec in Boston.

Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion
The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA

Friday 1.25.13
Mike Durbin is not shy about going and getting top sales talent from competitors large and small.

Power shift in Fidelity's RIA sales: Scott Dell'Orfano is out; Rich Policastro defects from Schwab
Bob Oros has his hands full as the Fidelity sales effort gains more of a Schwab presence and feel

Wednesday 12.12.12
Mike Durbin: We've stabilized this foundation.

Fidelity to play midwife to RIAs-in-the-making now that WealthCentral is firmly on its feet
Fidelity RIA execs envision a post-WealthCentral landscape that incudes marketing consultations, strategic planning sessions and M&A facilitation

Friday 10.19.12
Gail Graham: I want to make a legacy.

Joe Duran inks deals with two top RIA executive talents after United Capital hits a 'roadblock'
The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing

Thursday 9.13.12
Zohar Swaine: I think it's the next wave of technologies we will tap.

TD Ameritrade's promise of creating an RIA version of Apple's app store may have found its prototype signing
Bing, bang, boom, HiddenLevers is part of the Veo ecosystem after one developer spent about two weeks writing code

Friday 5.11.12
James Poer: That's why we're partnering with Fidelity -- because of what they bring to the table.

Fidelity follows Schwab's lead on hybrid advisors -- and four other items of RIA interest
Both big custodians like NFP as a partner; in other news, Morningstar warms to alternatives, EP makes a hire, JHS gets bigger by 75

Tuesday 3.13.12
Scott D'Alessandro left Fidelity last month as part of Fidelity's realigning of its sales efforts.

As Fidelity disassembles powerhouse sales team aimed at major RIAs a top talent departs
Scott D'Alessandro's position was a casualty of Fido's new regional approach that worked so well that the last vestige of the old system was eliminated

Thursday 2.2.12

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