custodian

Fidelity Investments

In PWD coverage since August 18, 2026 · 16+ stories

-2Talent net · 12 months0 in · 2 out

Talent flow · 12 monthsOn the wire →

Net -2 · 0 arrivals · 2 departures

Arrivals

None tracked.

Departures

Ed O'Brien

Aug 21 · to Cetera

Mike Durbin

Aug 21 · to Cetera

PWD coverage

policy

11th Circuit revives Royal Caribbean TDF suit, eases benchmark test

The ruling lets ERISA plaintiffs plead imprudence without a matched benchmark, setting up a Supreme Court test of how specific the comparison must be.

The Close · Aug 20Pontera adds non-discretionary 401(k) guidance tool after Fidelity credential fight

book · Aug 19Schwab and Fidelity tighten the door on the $150 billion tax trade

portfolio · Aug 19Fidelity pushes cash beyond money markets, without naming the three

RIA · Aug 19Schwab CEO credits Fidelity retreat for record RIA inflows

digital · Aug 19Colt DCS names Quy Nguyen permanent CEO after acting stint

portfolio · Aug 18Fidelity's alts curriculum primes advisors for the private-market push

practice · Aug 18Fidelity's free Portfolio Quick Check cuts the lag between data and conversation

portfolio · Aug 18Fidelity's allocation team calls the Q2 rebound a caution on valuations

practice · Aug 18Fidelity's 69% wealth figure argues for two service tracks

portfolio · Aug 18Fidelity's sector outlook favors three groups, flags energy valuations

portfolio · Aug 18Fidelity argues fund picking is a skill, not a cost center

move · Aug 18Cetera's fifth channel puts every independence option under one roof

general_account · Aug 18Fidelity's Q3 active equity report stays institutional-only

debt · Aug 18PPM America lends $236M on SparrowHawk-Almanac industrial buy

general_account · Aug 18Fidelity's monthly fixed income note targets general accounts

Fidelity Investments

11th Circuit revives Royal Caribbean TDF suit, eases benchmark test

The Morning Brief