Fidelity Investments Public Service Sector Services Company announced that it has introduced SLAMNet, the first electronic asset management, Internet-based product designed specifically for public sector clients. SLAMNet gets its name from Fidelity's acronym for its State and Local Asset Management program. Through a secured website, the company offers access to stock quotes and information from major news services and trade publications. It also gives users the ability to trade Fidelity's institutional money market funds online.
-
From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
August 28 -
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
August 28 -
Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
August 28 -
From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
August 27 -
SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
August 27 -
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
August 27









