Fidelity Institutional has launched a wealth management education and training program it calls the Wealth Advisory Institute. The program will be available to those who have signed up for Fidelity’s Managed Account Xchange or Managed Account Solutions services, the company said in a release.
[More: Resource Advisor Training]
The Wealth Advisory Institute combines a range of tools and resources, including a guided set of educational modules on topics including financial planning and becoming a holistic wealth manager. It also offers links to research papers, videos and podcasts from Fidelity and more than dozen other major money managers related to each of the topics, as well as live and on-demand workshops led by Fidelity’s practice management team and ongoing personalized firm-level support for platform training and adoption measurement.
The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
The giant broker dealer and RIA overseeing roughly $554 billion in AUA has appointed a Merrill and BofA alum to support advisor growth.
Firm's CEO is confident SEC can approve without legislation.
The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.
The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC's Aspire Holdings exited their investments.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.