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The dedicated team will help streamline onboarding of new advisors to the platform and follows introduction of real time text and email notifications in September.
Advisors are increasingly under attack from a new cyber threat known as email account compromise (EAC). Older forms of fraud—such as business email compromise—may have targeted advisors from inside their firms. EAC attacks, on the other hand...
Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA Research, looks back at the 2019 Wealth/Stack conference, and why research tools can help free up advisor resources to meet client needs.
The specialized platform will work with Fidelity's portfolio construction systems to help deliver investments better aligned with client values related to ESG.