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Articles tagged "National Financial"


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Sanjiv Mirchandani: People in this business don't make a move until they get everyone in the family to make a sale.

Fidelity gleans why so many 'attractive' advisors cling to wirehouses and Cerulli's newest RIA data shows plenty find courage

Those hefty retention bonuses aren't the only thing keeping brokers tied to their desks -- family sentiment has huge impact on 'fence-sitters'

May 8, 2013 at 10:16 PM

John Morris: There was really excitement around the news of Bin Laden.

Fidelity holds exclusive annual conference and gets an unforeseen jolt of energy from Bin Laden's death

Advisors were happy to have Bill Clinton, Fareed Zakaria and other experts on hand for perspective

May 11, 2011 at 2:49 PM

Sanjiv Mirchandani: There are many, many firms like Commonwealth, National Financial Partners and Cambridge Investment Research that are doing just fine and their value proposition has only grown

National Financial Services records some wins to ease the pain of Bank of America loss

The number two clearing company is placing emphasis on fee-minded IBDs like Berthel Fisher

February 16, 2011 at 5:38 AM

Bernie Clark: An advisor coming to Schwab with alternative assets to custody needs to be able to provide some transparency.

Schwab leads effort to create industrywide solution for alternative assets

The San Francisco custodial giant is now working to recruit other members to DTCC innovation

December 17, 2010 at 2:02 PM

Pat Mendenhall expects to fill a big vacancy in this 1330 Post Oak Boulevard building.

A HighTower-like consolidator rises from Texas ground

A UBS star is raising capital and recruiting up a storm

November 16, 2010 at 5:00 AM

Richard Hart: We think it’s a really big deal.

(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps

WealthCentral lures breakaways to FIWS and it may also work for National Financial

October 1, 2010 at 4:09 AM

Mike Durbin: Fidelity's investment management heritage and capital markets resources are unique qualities among custodians

Fidelity plows ahead in the RIA business with overhauls of service, technology and management

Stagnant for more than a decade, the Boston-based RIA custodian has become a cauldron of dynamic change in last few years

March 30, 2010 at 6:05 AM

Maggie Serravalli: It is about taking it to the next level and making it a distinctive experience

Fidelity names buck-stops-here service czar for all of its financial advisory channels

Maggie Serravalli is aiming for service quality consistency

March 15, 2010 at 12:56 PM

Charles Goldman: Having four, five or six brands is confusing and expensive. People want to do business with Fidelity.

Fidelity is bidding its HybridOne brand farewell

The Boston broker makes the move as Pershing's competing hybrid offering wins raves

December 9, 2009 at 6:00 AM

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