Fidelity Institutional has updated its Wealthscape advisor technology platform, refreshing its mobile app, updating its open-architecture digital store, and adding an analytic tool.
That tool, Wealthscape Analytics, provides business metrics and customer insights to help advisers spot new opportunities as well identify clients who might require attention, the company said in a release.
Fidelity also redesigned the mobile application’s user experience for retail clients, streamlining its design and navigation, enhancing access to account information, and improving security features.
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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.
