Fidelity Investments Institutional Brokerage Group of Boston will exclusively provide custody and clearing services for the American Institute for Certified Public Accountants of New York, Fidelity announced last week.
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In addition to back-office services, Fidelity will provide AICPA members brokerage, business development and educational resources, said Bob Mazzarella, president of Fidelity Investments Institutional Brokerage Group.
The alignment will provide a new distribution channel for Fidelity, said Barry Melancon, president and CEO of AICPA.
