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Fidelity Investments has launched a new program that offers financial advisors and brokers access to market intelligence and industry insights designed to help them better manage and grow their businesses
The program, called “Insight & Outlook,” is being offered through Fidelity’s RIA custody business, Fidelity Institutional Wealth Services, and correspondent clearing business, National Financial.
Among the features of the new program is “The Monday Wake-Up Call.” This is a weekly conference call featuring strategists from Fidelity Capital Markets, the institutional trading arm of Fidelity. These calls will allow Fidelity advisor/clients to hear a review of the equity and fixed-income markets directly from the Fidelity Capital Markets trading floor. In addition to the weekly conference calls, the program offers advisors and broker-dealers access to a range of resources, including market analysis, business insights and industry research.
“Brokers realize that to compete effectively, they need to look for better and faster ways to manage all aspects of their practices,” Charles Goldman, president of Fidelity Clearing and Custody, said in a statement. “Firms want insight from industry specialists and access to proven products and services that can help them to efficiently and confidently build their businesses,” he added in the statement.
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