Fidelity jumps into the game of providing technology for picking RIA technology
Unlike Actifi technology used by TD Ameritrade, the Boston giant's gizmo declines to suggest vendor names
Josh Meyer
http://www.advisortechtools.com/ was actually the first place an advisor could compare and evaluate technology tools (200 of them). We even have a web application that allows a firm to see how they could improve data flow between applications they own or are considering owning.
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A canary in the coal mine, Amy Richardson left Charles Schwab & Co. for an RIA -- before the 2,000 layoffs -- now a robust job market is saving the Schwab diaspora, she says
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December 20, 2023 at 1:52 AM
Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units
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Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation
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November 3, 2023 at 3:49 AM
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
ActiFi, Inc.
Consulting Firm
Top Executive: Spenser Segal