Articles tagged "Mike Durbin"
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As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3
The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways
February 23, 2012 at 4:03 AM
A $2 billion, 69-year-old Merrill Lynch advisor passes up the gold watch in favor of breaking away
Fearing the loss of massive public accounts, John Beirne swallowed the idea of independence with help from Focus Financial
February 16, 2012 at 4:33 AM
What Tom Bradley's 25-year reign at TD Ameritrade says about the RIA business
People in this industry can be themselves while prospering and inventing a profession
February 6, 2012 at 5:12 PM
As Fidelity disassembles powerhouse sales team aimed at major RIAs a top talent departs
Scott D'Alessandro's position was a casualty of Fido's new regional approach that worked so well that the last vestige of the old system was eliminated
February 2, 2012 at 3:35 PM
Fidelity dissects the breakaway cycle with a new study
On average it's a seven-month process, and many advisors admit that they are winging it
February 1, 2012 at 3:27 PM
Fidelity hires Bob Oros as its new RIA sales chief
The Schwab and LPL veteran leaves Trust Company of America and fills a void left by Scott Dell'Orfano
January 27, 2012 at 3:53 PM
The 10 most influential figures in the RIA business going into 2012
The RIA power elite: Part 1 of 2
January 3, 2012 at 3:51 AM
Mike Durbin is putting his stamp on Fidelity as an RIA custodian for asset-flush breakaways
The leader is working to improve its customer services as the custodian pours big bucks into upgrading its tech offerings
October 25, 2011 at 2:11 PM
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
October 19, 2011 at 3:10 PM
Breakaway Movement II is kicking in, say Schwab and Fidelity execs
Spurred by waning wirehouse retention packages, a wave of advisors are poised to jump ship in 2012
August 10, 2011 at 5:00 AM
Fidelity study: Breakaway RIAs could pocket millions in after-tax profits
Dazzling wirehouse retainer deals are nice but going it alone can pay much, much better after taxes get figured in
June 7, 2011 at 2:30 PM
Fidelity nabs a top LPL RIA executive for new ultra-affluent unit
Trevor Norton will lead Fidelity's drive to bring white glove services to giant clients of RIAs
May 5, 2011 at 2:52 PM
Virtually all big IBD reps covet the independent RIA life, Schwab study says
Schwab's Bernie Clark and TD's Tom Nally see IBD reps undergoing a palpable mood switch, but Fidelity's Mike Durbin and Pershing's Mark Tibergien are unconvinced
March 29, 2011 at 1:31 PM
Big advisors drive solid year for breakaway wins at Schwab, Fidelity, Pershing and TD
Aggregators drive momentum in 2011
January 27, 2011 at 2:54 PM
IBD reps are new wave of breakaways to the RIA channel, say some recruiters and custodians
Schwab has a 45% jump in IBD teams in 2010; others see a similar trend
