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Tag: Wealth Management

FIDELITY INVESTMENTS is changing the way it charges wealth management customers for advice. / BLOOMBERG FILE PHOTO/JB REED

Fidelity is changing the way it charges for financial advice

Financial Services
NEW YORK - Fidelity Investments is changing the way it charges wealth management customers for advice, based on the amount they have invested with...
PBN PHOTO/MICHAEL SALERNO

Five Questions With Keith Kelly

Financial Services
1. What would you say is most challenging about serving as Citizens’ Rhode Island president? The new position has given me an opportunity to...

Lax & Co. Announces Hire of Kristin Anastasiades as Director of...

Press Releases
Warwick, RI, July, 2017 – Lax & Co. recently announced the appointment of Kristin Anastasiades to the role of Director of New Business &...
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