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Registered Rep. September 28, 2010 Jerry Gleeson	Custodians Seek Integrated Solutions To FAs' Tech Needs As custodians compete to draw advisors into the fold, they often tout the superior quality of their technology.
Registered Rep. December 8, 2011 Jerry Gleeson	Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features.
Financial Advisor December 2007 Joel P. Bruckenstein	Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin.
Financial Planning December 1, 2007 Jeanne Lee	Fidelity Ups Its Game The Boston behemoth is introducing new, integrated technology that promises practice management nirvana. Will it captivate -- and capture -- the RIA market?
Financial Advisor December 2011 Eric Rasmussen	Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages.
Financial Planning July 29, 2010	Schwab's Competition Has Its Say Schwab's competitors manage to be politely dismissive of the new platform, while still emphasizing that they got the CRM concept first. Here's how various executives see it.
Financial Planning February 1, 2011 Joel P. Bruckenstein	The Lab As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT.
Financial Advisor December 2007 Andy Gluck	What The Tech Deals Mean To You Nearly a decade since the first Internet applications for advisors appeared, we are seeing their adoption and acceptance in all corners of the industry. What does it mean now?
Financial Advisor January 2011 Andrew Gluck	A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs.
Registered Rep. October 25, 2010 Charles Paikert	Fidelity Targets RIAs with UHNW Clients In an effort to attract more financial advisors who have -- or would like to have -- ultra-high-net-worth clients, Fidelity Investments is offering them the same high-end services it offers to family offices.
Registered Rep. June 1, 2005 Kristen French	Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice.
Financial Advisor February 2009 Joel P. Bruckenstein	The Case For Integration Fidelity thinks Registered Independent Advisors will benefit from integrated platforms like its new WealthCentral.
Financial Planning January 1, 2013 Bill Winterberg	Asset Management: 8 Great iPad Apps New tools help advisors research investments and follow economic news. Here are a few top picks.
Investment Advisor October 2009 James J. Green	Fidelity Cuts Costs on Technology, Trading Fidelity Institutional announced a range of price cuts and time-bounded fee waivers for advisors who custody client assets at Fidelity.
Registered Rep. June 29, 2009 Halah Touryalai	Schwab Cuts Some Fees for 2009 In an effort to ease the financial pain of its registered investment advisors, Charles Schwab has announced a series of initiatives that will save them money.
Financial Advisor February 2008 Joel Bruckenstein	Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008.
Registered Rep. September 10, 2009 David A. Geracioti	Fido's RIA Unit Cuts Fees The average financial advisor has taken a big hit in production and therefore net income. But RIA custodians are turning that into something of a marketing tool.
Investment Advisor December 2005 Andrew Gluck	The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse.
Financial Planning February 1, 2011 John McCormick	Tech Futures For financial advisors, "What's next?" is becoming a strategically important question as the industry demands greater business efficiency and smarter ways to compete.
Financial Advisor September 2005 Raymond Fazzi	A Question Of Trust Custodians square off in a newly competitive trust services market.
Financial Planning August 1, 2010 Joel P. Bruckenstein	Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Financial Advisor January 2004 Dorothy Hinchcliff	Custodians Are Knocking More custody players have been clamoring for the business of registered investment advisors, and that trend will continue this year, say two well-known research firms for financial institutions and investment managers.
Registered Rep. October 29, 2009 Kristen French	RJFS Raises RIA minimums, LPL Pulls Past RJ in RIA Assets Raymond James is raising minimums for new RIAs who want to custody assets on its RJFS-IAD platform from $30 million to $50 million.
Registered Rep. March 2, 2015 Diana Britton	Crowded Out Some level of competition between advisors and custodians has been around for years. Still, some advisors feel recent events make the distinction between business partner and market competitor less clear.
Financial Advisor September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
Registered Rep. October 1, 2005	60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors.
Investment Advisor November 2007 Lauren Barack	Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands.
Financial Advisor February 2004 Sydney LeBlanc	Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms.
Registered Rep. February 2, 2010 Kristen French	Fidelity Makes Trade Pricing Uniform For RIA And Retail Clients Fidelity's RIA custody division, Institutional Wealth Services, said it was cutting fees for U.S. equity and options trades. It also began offering commission-free online trades for its iShares ETFs and Fidelity Nasdaq Composite Index Tracking Fund.
Registered Rep. January 27, 2010 Jerry Gleeson	Two Key Execs Depart Fidelity Why all the turnover in top brass at Fidelity?
Investment Advisor January 2009 James J. Green	Schwab Reorganizes; Fidelity Hires; Pershing Provides The three major custodians of RIA assets announce big executive changes and a new practice management program.
Registered Rep. October 21, 2015 Ryan W. Neal	MoneyGuidePro, eMoney Join Forces The two biggest names in financial planning software are now partners.
Financial Advisor August 2, 2010	Advisor Emporium New Products: Fidelity Launches New Resource... Schwab Rolls Out Reporting Tool... Putnam Funds Top $2 Billion... New Investment Entity Created... MarketCounsel Creates Virtual Vault... Securities America Launches Tools...
Registered Rep. August 26, 2011 Jerry Gleeson	Schwab Apologizes Over Sales Pitch to Advisor Clients Schwab found itself apologizing for violating its own policy of pitching portfolio products to retirement plan sponsors who were clients of retail financial advisors and turnkey asset management programs that have custodial relations with the firm.
Financial Advisor November 2008 Bruce W. Fraser	Clearings Fairly Smooth Despite recent market turmoil -- spurred by the collapse of several storied financial institutions and plummeting stock values -- clearing venues for trades from financial advisors have been functioning fairly smoothly.
Financial Planning March 1, 2011 Joel P. Bruckenstein	Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable.
Financial Planning December 1, 2010 Joel Bruckenstein	Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient.
Financial Advisor March 2011 Andrew Gluck	2011 Tech Trends Advisors should notice these six developments over the coming year.
Investment Advisor September 2008 James J. Green	The Quiet, but Growing Custodian A quiet but consistently growing player in the advisor custody space, and a unique one, is Trust Company of America.
Investment Advisor August 2009 James J. Green	Schwab Cuts Costs for Its Advisors Charles Schwab Advisor Services announced a series of moves that will have the net effect of reducing costs to the RIAs that custody with Schwab.
Financial Advisor August 2006 Raymond Fazzi	Custodians Duel Over New Services Competition in the fee-based advisory field and the pressure to grow assets and operations is not only forcing changes upon advisors, but also the custodians who serve them.
Financial Planning December 1, 2011 Joel Bruckenstein	Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too.
Registered Rep. October 15, 2009 Christina Mucciolo	Schwab Q3 Earning Down, But the Race For RIA Assets Is Hot Charles Schwab reported a 34 percent drop in its third quarter earnings, the firm's third consecutive quarter of slowing earnings this year.
Financial Advisor March 2012 Bernie Clark	The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities.
Financial Advisor January 2008 Tracey Longo	Breakaway Brokers Despite being in business a shorter amount of time than the average advisor, breakaways have more assets under management, higher total revenues and a significantly higher growth rate.
Registered Rep. May 8, 2013 Diana Britton	Moving on Up: Go Independent and Make More $ Advisors who switched firms saw a jump in their compensation, especially among those who went independent.
Registered Rep. October 15, 2010 Jerry Gleeson	Fewer, But Bigger Breakaway Brokers Joining RIAs With markets stabilizing and bank-brokerage merger integrations progressing, fewer brokers are fleeing the big Wall Street wirehouse firms for the RIAs and independent b/ds in 2010.
Registered Rep. March 1, 2008 Christina Mucciolo	What Can We Do For You? Clearing firms matter to advisors. In fact, one of the biggest deals in the independent b/d business last year hinged on whether the b/ds being sold could maintain their relationships with their old clearing firm.
Investment Advisor April 2010 Robert F. Keane	Catching Up With... A short conversation with Fidelity Client Experience Executive VP Maggie Serravalli.