To celebrate its 75th anniversary, Fidelity Investments of Boston has produced nine 30-minute educational videotapes, derived from the 720-page course book written by the company's president, Robert Pozen ("The Mutual Fund Business", MIT Press, 1998).
The series is available in sets of three for $74.95 a set. They include: Introduction to Mutual Funds, Portfolio Management of Mutual Funds and Mutual Fund Marketing and Shareholder Services.
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Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.
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The CEO of the RIA "roll-up" outfit thinks that ongoing industry consolidation doesn't necessarily mean all firms will start to look the same.
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