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August 01, 2006 at 04:00 AM
The Fidelity Charitable Gift Fund announced in late June the Charitable Investment Advisor Program, which allows independent investment advisors to provide discretionary investment management to the Gift Fund for contributions made by the advisors’ clients.
Fidelity said that “qualified advisors can participate in the program regardless of whether they have an existing relationship with Fidelity.”
…Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms “had cut their ties to paper statements and confirms” by using Schwab’s EDelivery program.
…On July 10, Mass Mutual announced a Web site enhancement at www.massmutual.com/women that provides education, online caculators, a newsletter, and events to meet the specific financial needs of women.
