What led to Advizent's end and why Steve Lockshin is unfazed, even energized
The RIA business -- including custodians, asset managers and advisory firms -- lived up to its reputation of resisting cooperation
Related Moves
Fidelity will hire 4,000 staff in first half -- a staggering number but a tapering off from 'unprecedented' rate in 2021-2022 that catapulted it to 68,000 employees
The $10.3 trillion giant explains its hiring -- in a layoff environment -- as an RIA-like goal, namely having the human bandwidth to develop 'lifetime' relationships with its 40 million investors
February 17, 2023 at 2:49 AM
AssetMark suddenly parts ways with president/CEO Charles Goldman; protégé Natalie Wolfsen named CEO; Michael Kim president
AssetMark chairwoman Xiaoning Jiao provided no details, faint praise for Goldman amid his unexpected departure, but was effusive over Wolfsen appointment.
February 24, 2021 at 3:31 AM
Fidelity Investments loses Kathleen Murphy who largely caught up Fido to Schwab (near $4T) on the retail side by reversing net promoter scores
The 'no whining allowed' leader of the Boston giant's retail business, who oversaw $2 trillion in net new assets, was ready to exit but hung in through a year dominated by COVID-19 challenges
January 23, 2021 at 2:02 AM
Fidelity Institutional looks like a big TAMP after Mike Durbin removes last internal walls between products and advisors after 'meteoric' 2019 leap; two Fido RIA sales legends depart amid the shift
Rich Policastro and Tom Valverde are out after Fidelity Custody & Clearing assets leap to $2.6 trillion AUA, restructuring gets the credit -- and so restructuring gets extended.
March 13, 2020 at 10:36 PM
See more related moves
Pat Mulvey
If I understand this, which I may not, this is sad. As someone who has sat on the side of the table as a fiduciary- complete with the liability, expectation and responsibility- I find this offensive. Having the obligation to act in the best interest of the participants or asset owners should not be a marketing ploy. That’s what this seemed to be. Unfortunately, it seems as though we have some folks who have no idea or experience in this world and for my money it seems cavalier to treat so many things as commodities. Does this person have any idea what happens without proper due diligence? Stuff happens and managers blow up, asset allocations go amidst- but if you cannot point to the scrutiny which led you to you decisions… If this group ever made it to the board room consisting of people with such a real fiduciary responsibility- they would be asked to leave. Others have and fiduciaries have seen every slick marketer. They should have failed and, in my view, best for everyone they did.
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