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After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

Author Sanders Wommack February 3, 2016 at 7:46 PM
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Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.

RIA Custodians



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July 16, 2022 at 1:35 AM

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Mentioned in this article:

Fidelity
Asset Custodian
Top Executive: Sanjiv Mirchandani

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

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein



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