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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

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

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

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February 28, 2020 at 11:09 PM

Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

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September 8, 2023 at 11:58 PM

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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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