Fidelity Investments said that it will make health savings accounts available to the broker-dealers and registered investment advisers that use its clearing and custodial platforms.
Fidelity said that it will act as the HSA custodian, enabling advisers and their firms to handle all aspects of clients’ HSAs, including professional investment management and operational oversight, in one place.
Fidelity’s HSA, which was established in 2005, has more than $5.4 billion in assets, the company said in a release.
The platform offers access to more than 10,000 mutual funds and ETFs, as well as stocks and bonds.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
