Fidelity Investments has introduced “Insight & Outlook,” actionable market analysis for financial advisers and broker/dealers on its custody and correspondent clearing platform. The program is designed to help these advisers better manage and grow with businesses.
One of the features of the program, for instance, is the Monday “wake-up” conference call in which Fidelity strategists give their updates on the equity and fixed income markets live from Fidelity’s trading floor. The offerings also include in-depth reports and webinars on such topics as emerging markets, market volatility and diversification in a highly correlated world, regulatory changes and best business practices for growing clients and assets under management.
“Now more than ever, financial professionals are looking for timely market information and resources,” said Charles G. Goldman, president of Fidelity Clearing and Custody.
One of Fidelity’s clients, Michael Farr, president of Farr Miller Washington, hailed the information, saying, “The Monday wake-up calls have become an important part of how we start each week. The brief but in-depth insights delivered by Fidelity’s capital markets analysts are as solid as what we had received in the wirehouse environment.”