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Articles tagged "Mike Durbin"

	Title	Date Published
	LPL, Raymond James and TD data -- and Walt Bettinger, Mike Durbin comments -- reveal rotten first quarter for breakaways Mark Casady's explanation is hard to swallow for Danny Sarch, Mindy Diamond; Bettinger inveighs against 'rat trap' of checkbook recruiting; Ryan Shanks says advisors are "numb to the chaos"	Friday 4.26.13
	Fidelity quietly imposes an ETF 60-day fee that makes RIAs with trading strategies seethe Mike Durbin says that Fidelity still has net trading costs on iShares that are pretty unbeatable	Friday 3.15.13
	Fidelity and BlackRock are cooking up a (de facto) de novo ETF company deep in the Rockies The Boston giant appears to be renting the iShares first-mover advantage as a way to get big in a hurry	Thursday 3.14.13
	How Fidelity is locking arms with BlackRock and appealing to RIAs to fend off a Schwab ETF threat The Boston and New York giants are seeking a big win by offering greater value through greater liquidity on the distribition side -- while quietly partnering on ETF-making in the fund factory	Thursday 3.14.13
	Viewing RIAs in a new light, Fidelity Institutional shifts from a top-down to a bottom-up emphasis to serve them A couple of counterintuitive findings in a big study are part of Mike Durbin's more methodical approach to practice management	Wednesday 2.13.13
	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
	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
	What's up with Jim Dario making the leap from Pershing to TD Ameritrade The former Fidelity star -- and an almost star in 'Jaws' -- made an intra-Jersey City move but actually never left Boston	Wednesday 9.5.12
	What went down at Barron's Top Independent Advisors Summit in the Arizona desert Many of the biggest and best RIA stars showed up and put Bernie Clark, Mike Durbin, Tom Nally, Mark Tibergien, Bill Dwyer, Charles Goldman and Barnaby Grist in one room	Monday 3.26.12
	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	Thursday 2.23.12
	A $2 billion, 69-year-old Merrill Lynch advisor passes up the gold watch in favor of breaking away Fearing the loss of massive public accounts, John Beirne swallowed the idea of independence with help from Focus Financial	Thursday 2.16.12
	What Tom Bradley's 25-year reign at TD Ameritrade says about the RIA business People in this industry can be themselves while prospering and inventing a profession	Monday 2.6.12
	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
	Fidelity dissects the breakaway cycle with a new study On average it's a seven-month process, and many advisors admit that they are winging it	Wednesday 2.1.12
	Fidelity hires Bob Oros as its new RIA sales chief The Schwab and LPL veteran leaves Trust Company of America and fills a void left by Scott Dell'Orfano	Friday 1.27.12
	The 10 most influential figures in the RIA business going into 2012 The RIA power elite: Part 1 of 2	Tuesday 1.3.12
	Mike Durbin is putting his stamp on Fidelity as an RIA custodian for asset-flush breakaways The leader is working to improve its customer services as the custodian pours big bucks into upgrading its tech offerings	Tuesday 10.25.11
	Fidelity is shopping for new head of sales after Scott Dell’Orfano is tapped for semi-secret mission Dell'Orfano and his team are developing product services and technology the better to lure major RIAs	Wednesday 10.19.11
	Breakaway Movement II is kicking in, say Schwab and Fidelity execs Spurred by waning wirehouse retention packages, a wave of advisors are poised to jump ship in 2012	Wednesday 8.10.11
	Fidelity study: Breakaway RIAs could pocket millions in after-tax profits Dazzling wirehouse retainer deals are nice but going it alone can pay much, much better after taxes get figured in	Tuesday 6.7.11
	Fidelity nabs a top LPL RIA executive for new ultra-affluent unit Trevor Norton will lead Fidelity's drive to bring white glove services to giant clients of RIAs	Thursday 5.5.11
	Virtually all big IBD reps covet the independent RIA life, Schwab study says Schwab's Bernie Clark and TD's Tom Nally see IBD reps undergoing a palpable mood switch, but Fidelity's Mike Durbin and Pershing's Mark Tibergien are unconvinced	Tuesday 3.29.11
	Big advisors drive solid year for breakaway wins at Schwab, Fidelity, Pershing and TD Aggregators drive momentum in 2011	Thursday 1.27.11
	IBD reps are new wave of breakaways to the RIA channel, say some recruiters and custodians Schwab has a 45% jump in IBD teams in 2010; others see a similar trend	Monday 1.24.11
	Fidelity unveils latest effort to make its advisor-servicing silos work as a single unit for hybrids Pershing still believes it has an edge in seamless service because of NetX360	Wednesday 12.8.10
	Custodians defend their records in having RIA backs in battles for the fiduciary standard and against FINRA takeover TD Ameritrade has publicly made some regulatory efforts for advisors and other say they mostly do it behind the scenes	Tuesday 11.23.10
	Envestnet's Crager and Fidelity's Durbin both say soon-to-be-realized scale advantages will bring more wirehouse assets into play Their executive speeches at MarketCounsel Member Summit admit current shortcomings	Monday 11.22.10
	Fidelity arms its RIAs for battle with white-glove brands Pershing and Schwab are also angling for advisors game to bag some mega-clients	Monday 10.25.10
	Fidelity will soon charge a big fee to small advisors Boston-based custodian is on service crusade and economics need to work	Friday 9.24.10
	Fidelity Institutional and Black Diamond tie the knot through WealthCentral The companies promise 'bi-directional' integration	Thursday 9.23.10
	Finding greater advisor satisfaction at the wirehouses, Cogent study concludes the breakaway surge is over For the first time in history, the majority of advisory compensation comes from fees; plus 9 other findings from one of the year's most ambitious surveys	Wednesday 9.1.10
	Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations	Tuesday 8.31.10
	Royal Bank of Canada is hustling to become an RIA custody force RBC Advisor Services weaves together RIA businesses of old Dain Rauscher and old Bear Stearns	Monday 5.24.10
	Postscript to the Fidelity Executive Forum article: The RIA perspective Abigail Johnson sent the right message with her presence and her speech, advisors say	Thursday 5.20.10
	What happened at Fidelity's RIA conference this year The presence of Ned Johnson and George W. Bush lent gravitas to the annual event	Tuesday 5.18.10
	Enthusiasm simmers in the wake of the by-invite-only Barron's Top 100 conference The purity of the all-independent crowd was palpable, powerful for attendees	Monday 4.26.10
	Fidelity plows ahead in the RIA business with overhauls of service, technology and management Stagnant for more than a decade, the Boston-based RIA custodian has become a cauldron of dynamic change in last few years	Tuesday 3.30.10
	Fidelity reorganizes its RIA business Mike Durbin folds sales and relationship management together and two veterans depart	Wednesday 3.10.10
	Postscript to the story of Charles Goldman parting ways with Fidelity Investments Many people are still coming to grips with the quick split of the attractive couple	Thursday 2.11.10
	Focus shifts to Durbin at Fidelity as Goldman prepares to depart With Goldman leaving, president of Fidelity Institutional will demonstrate his own brand of leadership	Wednesday 1.27.10
	Rodger Lawson was a silent champion of RIAs at Fidelity and now he's going: What's next? FMR's president gave nearly carte blanche spending to the RIA initiative at Fidelity	Thursday 1.21.10
	A giant is awakening in the hybrid RIA market Schwab vows to spend big in 2010 and 2011 on better connections to IBDs	Thursday 1.14.10
	Goldman aims to make red carpet service for RIAs universal at Fidelity Investments Boston investing giant is showering tip-top clients in service but it won't stop there, advisor exec says	Tuesday 11.24.09
	One notable Fidelity price cut may enliven conversation, advisors say Cut of alternative investment custody fees is symbolic to key Schwab advisors	Thursday 9.10.09
	Fidelity's Durbin debuts with strategic price cuts Head of RIA unit wants to eliminate obstacles to winning business	Thursday 9.10.09