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Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news

eMoney's interim boss, long the king of Fido RIA custody, speaks of eMoney as a de facto genetic implant of blue ocean culture

Author Guest Columnist Timothy Welsh October 22, 2015 at 6:10 PM
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Mike Durbin: We want eMoney to infect the rest of Fidelity to change its culture, thus we need to keep it independent.


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The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM

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July 26, 2023 at 2:34 AM

Cetera hiring Mike Durbin as CEO -- overseeing its existing 'CEO' -- completes Genstar's stellar HR week after it put Charles Goldman atop Orion's board -- with 'exponential' growth in mind for the 'middle market' companies

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Mentioned in this article:

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis

Carson Group
Consulting Firm
Top Executive: Ron Carson



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