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.
Just over 10% of advisors' wealth clients come from defined contribution plans, as capacity, data and technology gaps block the bridge to wealth
Deal creates a $20B-plus custody platform for private market investing in IRAs, months after Schwab closed its Forge Global purchase
Despite the good times, advisors should tread carefully, said one veteran industry executive.
Cullen marks the fourth firm the New York-based RIA aggregator has bought in 2026 as deal volume heads for a record year.
The quality of AI ROI measurement depends on pre-deployment decisions around business outcomes, leadership alignment, and establishing trusted information, among other factors.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
