Articles tagged "Mike Durbin"
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Part I: Is the era of the monolithic RIA custodian coming to an end?
RIAs, small custodians, co-ops, study groups, roll-ups, TAMPs, compliance shops, OSJ and IBDs are all chipping away at much of what fit under the roofs of Schwab, Fidelity, TD and Pershing
November 1, 2013 at 4:51 PM
Fidelity's annual $10,000 custody fee will attach to a wider swath of small RIAs
The dinging of the under-$15-million crowd is painful for initiates but a pleasing prospect for competing custodians ready to welcome defectors
September 24, 2013 at 5:02 AM
My day of visiting the Fidelity campus in Boston and what vision and vibe I experienced
There's a Silicon Valley feel of natural light, spread-out buildings and sleeve-rolling that contrast with previous visits
July 12, 2013 at 1:39 AM
Fidelity reorganizes its advisor business and extrudes a custody unit aimed at outsourcers, roll-ups and TAMPs
The move is the biggest effort yet to wield the combined capacities of National Financial Services and Fidelity Institutional Wealth Services as a single Fidelity weapon
July 10, 2013 at 1:09 PM
Fidelity's M&A program reload looks 'game-changing' after it partners with a middleman to get Uncle Sam to guarantee RIA deals
The piece de resistance is a maverick-owned North Carolina bank with an RIA-savvy ex-Schwabbie and software that fights SBA red tape
June 20, 2013 at 5:53 AM
Abby Johnson wins RIA respect by articulating her bold vision for Fidelity's future at the company's Executive Forum
Hillary Clinton gave a great speech in Naples but the chairman's daughter gave a glimpse of her determination to attack channel insularity -- and what kind of a successor she might be
May 23, 2013 at 2:12 AM
LPL, Raymond James and TD data -- and Walt Bettinger, Mike Durbin comments -- reveal rotten first quarter for breakaways
Mark Casady's explanation is hard to swallow for Danny Sarch, Mindy Diamond; Bettinger inveighs against 'rat trap' of checkbook recruiting; Ryan Shanks says advisors are "numb to the chaos"
April 26, 2013 at 5:17 PM
Fidelity quietly imposes an ETF 60-day fee that makes RIAs with trading strategies seethe
Mike Durbin says that Fidelity still has net trading costs on iShares that are pretty unbeatable
March 15, 2013 at 5:33 PM
Fidelity and BlackRock are cooking up a (de facto) de novo ETF company deep in the Rockies
The Boston giant appears to be renting the iShares first-mover advantage as a way to get big in a hurry
March 14, 2013 at 7:56 PM
How Fidelity is locking arms with BlackRock and appealing to RIAs to fend off a Schwab ETF threat
The Boston and New York giants are seeking a big win by offering greater value through greater liquidity on the distribition side -- while quietly partnering on ETF-making in the fund factory
March 14, 2013 at 5:07 AM
Viewing RIAs in a new light, Fidelity Institutional shifts from a top-down to a bottom-up emphasis to serve them
A couple of counterintuitive findings in a big study are part of Mike Durbin's more methodical approach to practice management
February 13, 2013 at 5:34 PM
Power shift in Fidelity's RIA sales: Scott Dell'Orfano is out; Rich Policastro defects from Schwab
Bob Oros has his hands full as the Fidelity sales effort gains more of a Schwab presence and feel
December 12, 2012 at 4:30 PM
Fidelity to play midwife to RIAs-in-the-making now that WealthCentral is firmly on its feet
Fidelity RIA execs envision a post-WealthCentral landscape that incudes marketing consultations, strategic planning sessions and M&A facilitation
October 19, 2012 at 5:10 AM
What's up with Jim Dario making the leap from Pershing to TD Ameritrade
The former Fidelity star -- and an almost star in 'Jaws' -- made an intra-Jersey City move but actually never left Boston
September 5, 2012 at 3:46 PM
What went down at Barron's Top Independent Advisors Summit in the Arizona desert
Many of the biggest and best RIA stars showed up and put Bernie Clark, Mike Durbin, Tom Nally, Mark Tibergien, Bill Dwyer, Charles Goldman and Barnaby Grist in one room
