Fidelity Investments on Wednesday announced a new unified managed account for high-net-worth investors, the Fidelity Personalized Portfolios, which provides daily tax analysis.

“Investors are asking Fidelity for more help,” said John Sweeney, EVP, planning and advisory services. “They’re asking for help selecting investments, constructing portfolios and managing them through volatile times. Today’s challenging conditions and ever-changing tax landscape are unsettling for many investors.”

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.