RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Fidelity is shopping for new head of sales after Scott Dell’Orfano is tapped for semi-secret mission

Dell'Orfano and his team are developing product services and technology the better to lure major RIAs

Author Lisa Shidler October 19, 2011 at 3:10 PM
0 Comments
no description available
Scott Dell'Orfano is one of a long line of Fidelity executives internally drafted into new positions.

Scott Dell'Orfano

|

Mike Durbin

|

Chip Roame



Related Moves

January 23, 2021 at 2:02 AM

Fidelity Institutional looks like a big TAMP after Mike Durbin removes last internal walls between products and advisors after 'meteoric' 2019 leap; two Fido RIA sales legends depart amid the shift

Rich Policastro and Tom Valverde are out after Fidelity Custody & Clearing assets leap to $2.6 trillion AUA, restructuring gets the credit -- and so restructuring gets extended.

March 13, 2020 at 10:36 PM

Mike Durbin set to take CEO reins at Cetera to further Genstar's bold mission, with $1 trillion looming on the horizon and his eyes on the prize

Adam Antonaides, 59, is exiting the CEO role as the No. 2 IBD shifts into higher gear to compete with LPL and take on a more RIA future

November 7, 2024 at 11:11 PM

Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed

The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.

November 6, 2024 at 5:06 AM

See more related moves

Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Dynasty Financial Partners LLC
Specialized Breakaway Service
Top Executive: Shirl Penney



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.