From Name:
From Email:
To Name:
To Email:

Optional Message:

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

Powered by MultiBriefs
7701 Las Colinas Blvd., Ste. 800, Irving, TX 75063