Financial advisors who custody and clear with Fidelity Investments’ National Financial expect their telephones to start ringing more often in the weeks and months ahead. Many of their clients will soon be able to access their accounts via...
Pay differences between channels are narrowing, but big bonuses at the wirehouses are dangerous bait.
Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service.
Otherwise known as consolidated reporting, account ag...
