Fidelity Family Office Services

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  Fidelity Introduces WealthCentral App for iPads

  By Marlene Y. Satter, AdvisorOne  |  January 12, 2012

  Fidelity Investments announced Thursday that it had developed an iPad app for independent advisors and family office professionals using Fidelity WealthCentral, its open technology platform.

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  Fidelity Boosts Philanthropic Resources for Family Offices

  By Marlene Y. Satter, AdvisorOne  |  June 27, 2011

  Fidelity Family Office Services in an alliance with Foundation Source is expanding the resources available for philanthropic planning for family offices.

• Fidelity Family Office Services Allies With Archway Technology Partners

  By Michael S. Fischer  |  December 2, 2010

  Fidelity Family Office Services announced Thursday that it has formed an alliance with Archway Technology Partners, a global software company that supports the operations of private investment firms such as family offices and multi-family offices.

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  Fidelity Investments Offers Family Office Services to RIA Firms

  By Kathleen McBride, AdvisorOne  |  October 25, 2010

  RIA's ultra-high-net-worth clients can get 'sophisticated resources' previously reserved for wealthy families.

• Fidelity Family Office Services Adds Alternative Reporting Capabilities

  By Kathleen McBride, AdvisorOne  |  October 13, 2010

  Shared alternative assets can be accounted for daily, on a pro-rated ownership basis for family office clients.

• Silver Bridge to Buy H&S Financial Advisors in San Francisco

  By Michael S. Fischer  |  August 10, 2010

  Silver Bridge, an independent wealth advisory firm headquartered in Boston, announced Tuesday, July 20, that it had agreed to acquire H&S Financial Advisors, a San Francisco-based wealth advisory boutique.

• Catching Up With...

  By Robert F. Keane  |  April 1, 2010

  On March 15, Fidelity Investments announced the creation of a new "client experience" organization designed to meet the evolving demands of Fidelity's advisor clients across...

• Fidelity Upgrades RIA Services

  By Michael S. Fischer  |  March 19, 2010

  Fidelity Investments has begun to provide its RIA clients dedicated service teams that will process all service interactions and transactions.

• Fidelity Rolls Out New Service Model for Affiliated Advisors and B/D Reps

  By Robert F. Keane  |  March 15, 2010

  Centralized client service organization aimed at independent advisors, B/Ds, family offices, and traders

• President's Day

  By Nancy R. Mandell  |  February 1, 2009

  Two newcomers with hefty resumes have been named to top posts at Fidelity Investments Institutional Services, the company announced recently. Peter Cieszko, former president and...