Monthly Archives: February 2015

J.P. Morgan Securities Nabs 8 Advisors From Rival Firms | Bank Investment Consultant

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J.P. Morgan Securities says it has lured eight financial advisors with nearly $2 billion in assets from rival wealth management firms.Robert Douglass and Beth Kytle joined the Atlanta office from Credit Suisse, where they worked 10 years.  Gidon Nach, a 12-year veteran of Morgan Stanley, joined the firm in Los Angeles, while Robert Woolf, formerly of UBS, joined in Boston.  Stephen Shirley was recruited from Oppenheimer for the Newport Beach, Calif., office.

via J.P. Morgan Securities Nabs 8 Advisors From Rival Firms | Bank Investment Consultant.

Financial Advisor IQ – Fidelity Touts Tech Bundle for Breakaways

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Fidelity Touts Tech Bundle for Breakaways0 Comments     Post Comment By Chris Latham February 13, 2015Fidelity is hoping breakaway brokers will bite at an integrated platform of tech tools that cost less as a package than if acquired separately. The custodian announced its new WealthCentral Technology Bundle on Thursday at the T3 Advisor Conference in Dallas.Advisors already using Fidelity’s WealthCentral brokerage software could access External IT’s unified cloud-computing portal, Redtail’s customer relationship management system and Advent Software’s Black Diamond portfolio-management tool. Now they can use these third-party programs together in a streamlined interface and work more quickly — and more securely — across the functions, according to Ed O’Brien, head of platform technology for Fidelity Institutional.

via Financial Advisor IQ – Fidelity Touts Tech Bundle for Breakaways.