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Articles tagged "Jay Lanigan"


Mike Durbin: Fidelity's investment management heritage and capital markets resources are unique qualities among custodians

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
Mike Durbin authored a memo detailing a major changes to Fidelity's RIA business

Fidelity reorganizes its RIA business
Mike Durbin folds sales and relationship management together and two veterans depart

Wednesday 3.10.10
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The Industry Sourcebook for RIAs Advisor Exchange
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Craig Morningstar: If you’re considering a change, seek solutions that deliver better profits, not just payout. Contrasting two breakaways: one a success story, one a cautionary tale
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Les Abromovitz: Your narrative should use the active voice. Words must be definitive and concrete. As always, you should be looking for language that unsophisticated investors can understand. Now, the SEC wants you to be a writer, too?
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Mike Durbin: WealthCentral eliminates a major difficulty in breaking away Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch
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John Meunier: Evidence that the great migration among advisors is over is the fact that, on average, advisors’ satisfaction with their firm is up 15% over last year, with the biggest uptick noted among the national wirehouse representatives. Finding greater advisor satisfaction at the wirehouses, Cogent study concludes the breakaway surge is over
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Tobias Moskowitz: The introduction of investable, low-cost momentum funds that are based on transparent momentum indexes represents a pivotal development in momentum’s emergence as an accepted investment strategy. A style for all markets: momentum investing



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