Fidelity Investments of Boston announced the appointment of two senior executives to its FundsNetwork business. Dale Bearden has joined Fidelity personal investments as senior vice president in charge of the FundsNetwork. He most recently was senior vice president and head of retirement services for John Hancock Funds of Boston. Terry Green will be vice president for FundsNetwork retail marketing and fund relationship management. He will report to Bearden. Green has worked with Fidelity's retail telephone investor sales and service unit. He most recently headed a group responsible for online and electronic services at the company. Fidelity Network held more than $180 billion in assets as of March 31.
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CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors eager for new clients.
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Amid political pushback around ESG, Climate Week panelists say firm leaders should focus less on the label and more on the risks that matter to clients.
September 29 -
The trends of big profits, consolidation and slow organic growth are creating a lot of contradictions with the pay of financial advisors and other RIA staff members, according to The Ensemble Practice's annual tracking study.
September 29 -
From shopping for better interest rates to tax strategy to cash flow, financial planners can play a vital role in helping clients prepare to take out a mortgage.
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As regulators lower regulatory hurdles, many advisors are seeking greater access to private investments, while asset managers and fintechs are trying to eliminate technical barriers keeping regular investors out.
September 28 -
Private-placement life insurance can offer tax-free growth and alternative investments for ultrawealthy clients, but advisors warn it isn't right for everyone who can afford it.
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