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Registered Rep.
August 8, 2007
Christina Mucciolo |
McColgan Abruptly Leaves Fidelity After 17 years with Fidelity, Ellyn McColgan stepped down as president of Fidelity Investments distribution and operations.   |
Investment Advisor
June 2007
James J. Green |
A Flush Fidelity Celebrates With enhanced authority, Fidelity Registered Investment Advisor Group's Ellyn McColgan leads the way. |
Registered Rep.
December 18, 2007
John Churchill |
Ellyn McColgan, Late Of Fido, Joins Morgan Stanley Ellyn McColgan, once seen as a possible successor to Ned Johnson as CEO at Fidelity Investments, has been picked to take the helm of Morgan Stanley's Global Wealth Management Group. |
Registered Rep.
January 27, 2010
Jerry Gleeson |
Two Key Execs Depart Fidelity Why all the turnover in top brass at Fidelity? |
Registered Rep.
June 1, 2005
Kristen French |
Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice. |
BusinessWeek
May 7, 2007
Aaron Pressman |
Can She Fix Fidelity's Lagging Sales? Rising star Ellyn McColgan has been handed Fidelity Investments' most critical job. |
The Motley Fool
April 25, 2007
Amanda B. Kish |
Fear Not, Fidelity Fundholders While the news of Fidelity's chief operating officer's retirement invites speculation regarding the new heir apparent for the firm's top spot, the more pressing question is what this move means for Fidelity's fundholders. |
Registered Rep.
October 1, 2005 |
60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors. |
On Wall Street
November 1, 2008
David Lubarsky |
Ellyn McColgan: Staying Cool in the Crisis After her departure from mutual fund giant Fidelity last summer, Ellyn McColgan reappeared in April as president and chief operating officer of Morgan Stanley's global wealth management group. |
Financial Planning
December 1, 2007
Jeanne Lee |
Fidelity Ups Its Game The Boston behemoth is introducing new, integrated technology that promises practice management nirvana. Will it captivate -- and capture -- the RIA market? |
Registered Rep.
May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model. |
Investment Advisor
November 2006 |
Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now. |
BusinessWeek
November 14, 2005
Aaron Pressman |
Dear Abby, What Happened? It's no longer apparent that the boss's daughter is the heir at Fidelity Investments. |
The Motley Fool
September 28, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Fidelity reorganizes on a massive scale... Vanguard introduces managed-payout funds... |
Registered Rep.
July 23, 2003
Nigel Goodman |
Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients. |
The Motley Fool
June 8, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share... |
Investment Advisor
April 2010
Robert F. Keane |
Catching Up With... A short conversation with Fidelity Client Experience Executive VP Maggie Serravalli. |
Registered Rep.
November 1, 2004
Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. |
Investment Advisor
June 2006 |
Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc. |
BusinessWeek
April 18, 2005
Aaron Pressman |
The Busiest Broker On Earth Fidelity's Internet operation has turned up the pressure on Schwab and other rivals. |
Investment Advisor
January 2009
James J. Green |
Schwab Reorganizes; Fidelity Hires; Pershing Provides The three major custodians of RIA assets announce big executive changes and a new practice management program. |
Financial Advisor
May 2005
Lavine & Liberman |
Uncertain Future The Fidelity Executive Forum raises issues about where the money management industry is headed. |
Investment Advisor
May 2007
James J. Green |
At FRIAG, Growth and Plans for More In the months since he was named president of FRIAG, Jack Callahan has been on a listening tour, where he found Fidelity-affiliated RIAs to be (not surprisingly) entrepreneurial, but also (somewhat surprisingly, he says) aggressive in what they want. |
Registered Rep.
October 25, 2010
Charles Paikert |
Fidelity Targets RIAs with UHNW Clients In an effort to attract more financial advisors who have -- or would like to have -- ultra-high-net-worth clients, Fidelity Investments is offering them the same high-end services it offers to family offices. |
BusinessWeek
August 15, 2005
Aaron Pressman |
Fidelity Trolls For Bigger Fish Fidelity Investments' new Pyramis unit will grab at a larger slice of the institutional pie. |
Investment Advisor
March 2010
Robert F. Keane |
Changes at the Top for RIA Units at Fidelity and Schwab At a time when growth in the RIA channel has been robust to say the least, the two largest custodians have announced executive changes and restructuring of their units serving RIAs. |
BusinessWeek
September 30, 2010
Charles Stein |
Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers. |
Investment Advisor
October 2009
James J. Green |
Fidelity Cuts Costs on Technology, Trading Fidelity Institutional announced a range of price cuts and time-bounded fee waivers for advisors who custody client assets at Fidelity. |
Investment Advisor
May 2007
Kara P. Stapleton |
What Millionaires Value According to Fidelity Registered Investment Advisor Group's recently released survey, financial advisors play a critical role in helping millionaires meet their investment needs, but 30% of those wealthy surveyed do not currently use an advisor. |
Financial Advisor
September 2005
Raymond Fazzi |
A Question Of Trust Custodians square off in a newly competitive trust services market. |
Financial Planning
June 1, 2008
Elizabeth O'Brien |
Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments. |
The Motley Fool
April 6, 2004
Selena Maranjian |
Fidelity Chairman Challenges SEC In an editorial, Edward Johnson challenges the Securities and Exchange Commission's proposal to require all chairpersons of mutual funds to be "independent" -- meaning they'd have no stake in the fund's management company. |
Investment Advisor
July 2008
James J. Green |
Further Integration at Fidelity Registered independent advisors and broker/dealer arms at Fidelity announce a joint program. |
Financial Advisor
September 2004
Dorothy Hinchcliff |
Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business. |
Registered Rep.
October 22, 2009
John Churchill |
Fidelity Expands International, Forex Investment Options With U.S. long-term growth forecasts looking slim, the timing of the release is certainly no coincidence. |
Investment Advisor
December 2005
Andrew Gluck |
The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse. |
Registered Rep.
February 22, 2011
Lauren Barack |
Fidelity Launches Its First Mobile App For Adv Advisors who hopscotch across their territories visiting clients now have mobile access to client files and financials on their iPhones -- at least those who custody with Fidelity. |
Investment Advisor
June 2006 |
Editor's Note: What's the News? Boomers are woefully unprepared for retirement and advisors have a duty to educate consumers, though in doing so they can't frighten them into taking no action. |
Financial Advisor
August 2, 2010 |
Advisor Emporium New Products: Fidelity Launches New Resource... Schwab Rolls Out Reporting Tool... Putnam Funds Top $2 Billion... New Investment Entity Created... MarketCounsel Creates Virtual Vault... Securities America Launches Tools... |
Investment Advisor
August 2006 |
Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc. |
Registered Rep.
October 21, 2015
Ryan W. Neal |
MoneyGuidePro, eMoney Join Forces The two biggest names in financial planning software are now partners. |
Investment Advisor
August 2009
James J. Green |
Millionaires Say 2008 Not So Bad Fidelity's third annual Millionaire Outlook study shows that the high-net-worth feel pretty good about their advisors. |
Financial Advisor
December 2007
Joel P. Bruckenstein |
Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin. |
Registered Rep.
March 2, 2015
Diana Britton |
Crowded Out Some level of competition between advisors and custodians has been around for years. Still, some advisors feel recent events make the distinction between business partner and market competitor less clear. |
Bank Systems & Technology
December 7, 2007
Maria Bruno-Britz |
Marvin Adams Leaves Citi for Fidelity Fidelity Investments named Citigroup CIO Marvin Adams president of Fidelity Shared Services. |
Registered Rep.
May 8, 2013
Diana Britton |
Moving on Up: Go Independent and Make More $ Advisors who switched firms saw a jump in their compensation, especially among those who went independent. |
Investment Advisor
November 2005
Andrew Gluck |
The Gluck Report, Part ii: Is the IDS PMS DOA? A late-breaking bulletin suggests that it's all over for support for the IDS portfolio management software offering for financial advisors. |
Registered Rep.
September 28, 2010
Jerry Gleeson |
Custodians Seek Integrated Solutions To FAs' Tech Needs As custodians compete to draw advisors into the fold, they often tout the superior quality of their technology. |
U.S. Banker
March 2010 |
Hits and Has-Beens Executive Changes: Terri Dial stepped down as CEO of Citigroup's consumer-banking division in North America... Fidelity Investments president Rodger Lawson announced he is retiring... Changes are afoot under new Bank of America CEO Brian Moynihan... more... |
Financial Advisor
June 3, 2010 |
Advisor Emporium Advisor news: Fidelity Unveils Fully Bundled 401(k) Plan... Pershing Offers Practice Health Checkup... Ave Maria Offers Equity Fund... Equinox Creates Actively Managed Fund... Vanguard Offers Commission-Free Trades... more... |
