Articles tagged "Darren Tedesco"
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Commonwealth CEO Wayne Bloom brushes off rep pushback, spins off Advisor360 to sell formerly exclusive software and research to competitors
From the standpoint of the Waltham, Mass.-based brokerage chief, the revenue from repurposing rep software that creatively finances his firm's $35,000-per-head tech overhead is a necessary evil that has far fewer drawbacks than perceived.
April 12, 2019 at 9:13 PM
Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie
At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer
December 2, 2015 at 4:58 AM
Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting
The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent
April 21, 2014 at 3:36 AM
Three items of RIA interest
Fidelity study shows 70% of recent widows fire their advisors, Commonwealth and embattled PIEtech strike a deal and Modera Wealth brings aboard a senior planning specialist
December 29, 2011 at 4:13 PM
Commonwealth, Cetera and The ETF Store take notable actions
Commonwealth replaces Fidelity technology; Cetera snags Gene Goldman; an LPL vet, and upstart ETF Store takes another page out of Adam Bold's book
August 22, 2011 at 2:48 AM
Commonwealth's revamp of technology includes subtracting Advent
The big IBD wasn't impressed with the value presented by third-party performance reporting companies
