Subscribe

Assette EasyReports available through Fidelity’s Practice Perks program

Those of you who custody assets at Fidelity Institutional Wealth Services can now get a discount on Assette EasyReports through Fidelity's Practice Perks Program.

Those of you who custody assets at Fidelity Institutional Wealth Services can now get a discount on Assette EasyReports through Fidelity's Practice Perks Program. I received the news in an e-mail from Assette, which suggests advisers go through their Fidelity Relationship Manager for access to Pract

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Consumer website that offers background checks irks advisers

A new website for consumers is drawing complaints from financial advisers who say it forces advisers to consent to, and even pay for, background checks on themselves — or risk losing credibility with potential clients.

Street appeal: Motif Investing attracts the interest of Goldman Sachs

Street appeal, Motif Investing attracts the interest of Goldman Sachs

Vestorly aims to connect advisers and prospects

The content sharing platform offers advisers insight into potential clients based on their online activity.

BondDesk forms partnership with rival Trade West Systems

Even big name bond advocates like A. Gary Shilling or Robert Arnott would have difficulty arguing that bond market performance over the last 30 or 40 years was likely to repeat itself.

Turning ‘friends’ into clients

Real-life stories of advisers and their social-media strategies

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print