The Depository Trust&Clearing Corporation (DTCC) said FolioDynamix, a provider of technology platforms and services to the managed accounts industry, has joined DTCC’s Managed Accounts Service.
Benefit Advisors Network, a national network of independent benefit advisory and consulting companies, has named Raleigh, North Carolina’s Progressive Benefit Solutions (PBS) as its newest member.
Fidelity Investments named Charles Goldman, former executive vice president and head of Schwab Institutional, as president of Institutional Platforms for Fidelity Institutional Products Group.