Retirement Income Meets the Internet
Fidelity Investments has introduced the Fidelity Retirement Income Evaluator, an online planning tool for managing retirement income plans and building a more efficient and profitable...
No More "FRIAG"
Fidelity Investments announced September 18 that it is renaming its advisor custody unit Fidelity Institutional Wealth Services to reflect the "evolving role that trust institutions and third-party administrators (TPAs) also play in meeting the wealth management needs of investors," noting that assets in personal trusts are expected to in crease...
New Tool for Advisors
Fidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).
The Independent Advantage
If you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...
Fidelity to Offer CRM, Financial Planning Applications
Advisors affiliated with Fidelity Registered Investment Advisor Group will have customized versions of two popular applications available to them in the fourth quarter: Oracle's Siebel customer relationship management offering, and EISI's NaviPlan Central.
A Flush Fidelity Tests Referral Program, Plans Name Change
Speaking at the annual gathering of its top advisors in Naples, Florida, Fidelity Brokerage Company President Ellyn McColgan and Fidelity Registered Investment Advisor Group President...
At FRIAG, Growth and Plans for More
Jack Callahan started his career selling IBM hardware to corporate customers. Now he's selling something more intangible, though no less essential, and to businesses of...
What Millionaires Value
It looks like there are a good number of millionaires who are in the market for financial advice. According to Fidelity Registered Investment Advisor Group's...
High-Net-Worth Investor Study
Most millionaires use a financial advisor, according to the High Net Worth Investor Study released March 19 by Boston-based Fidelity Registered Investment Advisor Group (FRIAG). The study profiled how millionaires use financial advisors, and assessed their confidence in the current economy and the economy a year from now.
Fidelity Investments is rolling out a service in which the firm will match high-net-worth (HNW) investors with select registered investment advisors who are Fidelity custody clients. The new service, Wealth Advisor Solutions, was first introduced in Boston, Chicago, and San Francisco, in January.