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Fidelity to Launch a Planning-centric Wealth Management Platform

from Think Advisor

Fidelity Institutional plans to launch a comprehensive planning-centric wealth management platform to meet the growing demand for managed accounts and financial planning services among RIAs, broker-dealers and family offices. The Fidelity Managed Account XChange, which the firm expects to begin to roll out in early to mid-2020, is designed to solve two growing trends: “a clear movement toward planning-oriented practices and the evolution into more fee-based and managed solutions,” says Gary Gallagher, head of investment and managed solutions for Fidelity Institutional. more


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