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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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
February 6 -
The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
February 6 -
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
February 6 -
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5 -
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
February 5 -
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
February 5




