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Articles tagged "Mike Durbin"


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Michael Lee: If our systems are playing well with the custodian, we don’t want to fix what’s not broken.
September 23, 2010 at 12:44 PM

John Meunier: Evidence that the great migration among advisors is over is the fact that, on average, advisors’ satisfaction with their firm is up 15% over last year, with the biggest uptick noted among the national wirehouse representatives.

Finding greater advisor satisfaction at the wirehouses, Cogent study concludes the breakaway surge is over

For the first time in history, the majority of advisory compensation comes from fees; plus 9 other findings from one of the year's most ambitious surveys

September 1, 2010 at 4:09 AM

Mike Durbin: WealthCentral eliminates a major difficulty in breaking away

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch

The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

August 31, 2010 at 12:53 PM

Craig Gordon: We have 2,400 in-house advisors. It would be very different if I told you it was 24,000. The commitment in that channel would be too big to disrupt..

Royal Bank of Canada is hustling to become an RIA custody force

RBC Advisor Services weaves together RIA businesses of old Dain Rauscher and old Bear Stearns

May 24, 2010 at 5:50 AM

Abigail Johnson stood in Monday morning and addressed the high executive turnover issue

Postscript to the Fidelity Executive Forum article: The RIA perspective

Abigail Johnson sent the right message with her presence and her speech, advisors say

May 20, 2010 at 5:51 AM

Ned Johnson led a charge of top execs and board members who gave advisors their attention in Naples

What happened at Fidelity's RIA conference this year

The presence of Ned Johnson and George W. Bush lent gravitas to the annual event

May 18, 2010 at 5:49 AM

Barron's Top 100 advisors paid for their own Ritz-Carlton rooms but didn't seem to mind

Enthusiasm simmers in the wake of the by-invite-only Barron's Top 100 conference

The purity of the all-independent crowd was palpable, powerful for attendees

April 26, 2010 at 5:15 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

Mike Durbin authored a memo detailing a major changes to Fidelity's RIA business

Fidelity reorganizes its RIA business

Mike Durbin folds sales and relationship management together and two veterans depart

March 10, 2010 at 9:47 AM

Charles Goldman: Because this industry is filled with so many wonderful people, I truly believe that the best is yet to come.

Postscript to the story of Charles Goldman parting ways with Fidelity Investments

Many people are still coming to grips with the quick split of the attractive couple

February 11, 2010 at 6:36 AM

Mike Durbin: "I think Fidelity has done the best job of speaking the language of the breakaway."

Focus shifts to Durbin at Fidelity as Goldman prepares to depart

With Goldman leaving, president of Fidelity Institutional will demonstrate his own brand of leadership

January 27, 2010 at 6:23 AM

Rodger Lawson let his spending do the talking when it came to RIAs

Rodger Lawson was a silent champion of RIAs at Fidelity and now he's going: What's next?

FMR's president gave nearly carte blanche spending to the RIA initiative at Fidelity

January 21, 2010 at 5:29 AM

Bernie Clark: We’ll continue to build the connectivity that will make it better

A giant is awakening in the hybrid RIA market

Schwab vows to spend big in 2010 and 2011 on better connections to IBDs

January 14, 2010 at 6:41 AM

Charles Goldman: Service and knowledge of clients’ accounts is not the place to skim.

Goldman aims to make red carpet service for RIAs universal at Fidelity Investments

Boston investing giant is showering tip-top clients in service but it won't stop there, advisor exec says

November 24, 2009 at 6:14 AM

Sean Cook: Fidelity's cuts are a validating symbol of the company's willingness to take alternative investments

One notable Fidelity price cut may enliven conversation, advisors say

Cut of alternative investment custody fees is symbolic to key Schwab advisors

September 10, 2009 at 2:32 PM

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