Abby Johnson wins RIA respect by articulating her bold vision for Fidelity's future at the company's Executive Forum
Hillary Clinton gave a great speech in Naples but the chairman's daughter gave a glimpse of her determination to attack channel insularity -- and what kind of a successor she might be
Related Moves
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
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
Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too
The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.
October 29, 2022 at 12:02 AM
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Parallel Advisors
Consolidator/Roll-up Firm
Top Executive: CJ Rendic
Elmer Rich III
Aren’t advisors competition for Fidelity’s direct business, 401k business and theri proprietary fund business asset gathering?
Doug Dannemiller
It looks like Fidelity has taken the monumental steps to achieve Abby Johnson’s vision. The announced launch of a “Z” share class (low expenses) and the reorganization of defined contribution sales and support show Fidelity’s experience and expertise in managing multi-channel distribution. Bravo.
Also, Bravo to advisers. These moves would not have happened if advisers had not demonstrated strong results in the sale and formulation of defined contribution plans.
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