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Fidelity is 'planning over the horizon' as its ...

Fidelity is 'planning over the horizon' as its ...

September 02, 2024 - Daily Newsletter for RIABiz subscribers

NEW HORIZONS
Ricky Illigasch: Instead of signing up for an eMoney package, firms can customi…
The Boston giant jumpstarts a monumental opportunity to a post-application system, say analysts, even if it might hurt sales of the 'whole enchilada' eMoney product short-term.
Saturday 8.31.24 Oisin Breen

Fidelity Investments just played its first hand in a big strategic bet on an RIA technology future that moves beyond software products to build custom client experiences.

GREAT ESCAPE
Kurt Miscinski says his firm, Cerity Partners, has achieved 'escape velocity.'
Cerity, Mercer and Summit Trail chiefs say tripling of practice buyers means multiples are staying flush, but they urge some caution to on-the-fence RIA sellers.
Friday 8.30.24 Brooke Southall

Dan Seivert led off his firm's conference on Monarch Beach with a 10-minute talk about how surfing is analogous to RIA M&A.

'INNUENDO'
Holly Teeter: Case based on unsubstantiated supposition and innuendo.
Judge Holly Teeter said Maria Woods didn't connect her alleged mistreatment to her sex or race, and tossed charges against the mega-RIA.
Wednesday 8.28.24 Lisa Shidler

A federal judge in Kansas City has tossed a lawsuit filed by a former fast-rising female Edelman Financial Engines staffer, who claimed she was promoted but denied the salary she deserved because of her sex and ethnicity.

PLAY-TO-PLAY
Emily Binder: They are playing on... TikTok, Reddit and Discord.
The Boston giant' is getting past the old LinkedIn, Facebook paradigm, adopting a more casual tone and using third-party media for 'service.'
Tuesday 8.27.24 Lisa Shidler

Fidelity Investments is letting its hair down and upping its hipster quotient on social media – radically brightening its prospects for winning Gen Y, Gen Z and Millennial clients as Boomers age out.

MOST RECENT ARTICLES
The Creative Planning CEO put Goldman's PFIM under contract one year ago, and merger experts say the firm's exceptional buying power -- low debt and high cash flow -- puts any RIA into play for him.
The New York City 401(k)-rollover startup is using 'Plaid' style APIs startups to unlock $1.65 trillion in all-but-forgotten401(k) assets
First published by the Dow Jones weekly in 2018 with about $200 billion, the robo-advisor assets in the rankings soared 400% by 2024, swelled by a fungible definition that capture giant human RIAs.







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