Where does Fidelity stand in a Schwab-TD world? (2024)

IAN WENIK, CITYWIRE RIA Editor’s Picks 50 Growers Across America 2023 From SpongeBob to robos: Can Sarah Levy guide Betterment to an IPO? $120bn broker-dealer Atria Wealth Solutions pursuing sale -sources $4.4tn Fidelity Personal Investing president Joanna Rotenberg to exit Opinion: Is an affiliated broker-dealer right for your RIA? CFP advocates laud DOL's fiduciary efforts, critique timeline during hearing The RIA custodian may be able to lean on its status as a private company against a newly-created public behemoth. Leave a comment The independent broker-dealer first took a 20% minority stake in Great Valley during 2022. $250bn Edelman names new marketing exec InvestCloud hires JP Morgan tech exec as CIO Deal roundup: $17.3bn MAI adds Ohio shop; Kestra lands team from Edward Jones Cresset taps Moelis and Goldman Sachs to bank capital raise -sources Carson adds $133m Utah RIA and 401(k) shop Insurance broker Hub buys south Florida wealth management firm and retirement business IAN WENIK, CITYWIRE RIA Editor’s Picks 50 Growers Across America 2023 From SpongeBob to robos: Can Sarah Levy guide Betterment to an IPO? $120bn broker-dealer Atria Wealth Solutions pursuing sale -sources $4.4tn Fidelity Personal Investing president Joanna Rotenberg to exit Opinion: Is an affiliated broker-dealer right for your RIA? CFP advocates laud DOL's fiduciary efforts, critique timeline during hearing Opinion & Analysis Agency mortgages: No risk, all reward? A number of asset managers think agency mortgage-backed securities look attractive. Opinion: How RIAs can attract and hire young talent Niche of the Week: Women in wealth The best and worst active funds and ETFs of 2023 Kitces.com: How advisors can write, publish and distribute their own book Lucky for some! 13 funds that came of age in H2 2023 Opinion: Is an affiliated broker-dealer right for your RIA? Better Business Opinion: How RIAs can attract and hire young talent XML Financial Group chief executive Brett Bernstein shares how clear communication of your firm’s values can make all the difference when courting young professionals. Kitces.com: How advisors can write, publish and distribute their own book Focus exec: Newly private company to emphasize organic growth Ask Angie: How should we pay financial advisors to best retain them? Niche of the Week: Top-tier management consultants Ask Angie: To niche or not to niche? RIAs search for a way to archive texts Connect Photo gallery: Citywire RIA Austin 2023, day 2 Another selection of the best pictures from Citywire RIA's CIO Summit in Austin, Texas. Photo gallery: Citywire RIA '50 Growers' award ceremony Photo Gallery: Citywire RIA Austin 2023, Day 1 Photo Gallery: Citywire RIA Washington 2023, Day 2 Photo Gallery: Citywire RIA Washington 2023, Day 1 Citywire RIA celebrates International Women's Day: Female role models Citywire RIA celebrates International Women's Day: Decompressing ETFS 2023 breaks record for new ETF launches as active managers dive in A record 530 new ETFs were launched in 2023, of which 73% were active. Fund Files: Capital Group PM shuffle, manager moves at Fidelity ETF Files: PGIM, Goldman, John Hanco*ck launch new ETFs The best and worst active funds and ETFs of 2023 ETF Files: Morgan Stanley adds to ETF roster, PM shuffle on JPM ETFs Publications After a punishing period of rising rates, bonds began to bounce back this year. But what’s in store for 2024? Fix The Future InvestCloud hires JP Morgan tech exec as CIO Novo loses weight with Elite Investors Vestwell raises $125m in Series D funding round