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Articles tagged "Bob Oros"


Kevin Corbett: For me, it was picking my favorite client and spending more time with them.

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab
Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

Wednesday 7.16.14
David Barry: I think we got back to who we are.

After a brief mini-Schwab era, Trust Company of America gets back to non-conformity and success
New CEO David Barry is concentrating on making fast-growing TAMPs-to-IARs grow even faster

Wednesday 3.19.14
Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline
RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

Friday 1.24.14
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
Jim Dario developed respect for TD Ameritrade over the years as a competitor.

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
Bob Oros resigned from Trust Company of America on Jan. 17.

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
Catie Tobin: RBC intends to double its RIA assets from $10 billion to $20 billion by 2015.

A peek inside the rising RIA custodians fighting to overtake the Big Four
RBC, LPL, TCoA, Scottrade and National Advisors Trust are all pushing to gain the critical mass to get past also-ran status

Tuesday 11.29.11
Bob Oros: These people were working big-box brands.

Trust Company of America's hiring blitz nets a veteran sales team
In five months, Bob Oros has poached away talent from Schwab, LPL Financial and New York Life

Friday 2.11.11
Charles Goldman: I’m still hungry to do more stuff.

Charles Goldman is seeking his game after tumult and a year of decompression
The former head of Schwab's and Fidelity's RIA units may land in an entrepreneurial venture

Monday 12.20.10
Bob Oros: I walked away saying: I don’t understand why they don’t have $100 billion [of assets in custody].

How Bob Oros landed at Trust Company of America
The former Schwab sales star is leaving pre-IPO LPL for the green pastures at the Denver-based fast-riser

Friday 10.8.10

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