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Articles tagged "Darren Tedesco"


Larry Sinsimer: This is a statistic that advisors have the power to change.

Three items of RIA interest
Fidelity study shows 70% of recent widows fire their advisors, Commonwealth and embattled PIEtech strike a deal and Modera Wealth brings aboard a senior planning specialist

Thursday 12.29.11
Gene Goldman: I had butterflies in my stomach because I was so excited about the opportunity to work here.

Commonwealth, Cetera and The ETF Store take notable actions
Commonwealth replaces Fidelity technology; Cetera snags Gene Goldman; an LPL vet, and upstart ETF Store takes another page out of Adam Bold's book

Monday 8.22.11
Darren Tedesco: We said: let’s pay a little more and get exactly what we want and control our own destiny.

Commonwealth's revamp of technology includes subtracting Advent
The big IBD wasn't impressed with the value presented by third-party performance reporting companies

Wednesday 6.1.11
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Most Emailed Stories »

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Ted Madden: We saw this great opportunity to integrate this business and really capture the full power of Fidelity and focus on growing the business with advisors.Fidelity Investments recognizes power of RIAs in 401(k) market and has increased efforts to work with advisors
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Wayne Bloom: If we have an advisor who wants to be part of the community and values what we bring to the table, I could care less how they are registered.Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind them
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Peter Wheeler: There's a one in a billion chance that something like this would happen twice.RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its space
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Eduardo Repetto posed with Alex Potts and Chip Roame before telling advisors about a born-of-data, new ingredient in DFA funds.Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipe
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Alan Markarian: We're the largest commercial bank focusing on this need.How U.S. Bank appeared on the scene as an RIA custodian and where it might find love