Fidelity Institutional Wealth Services

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  Broker-Dealer and RIA Executives’ Top Concern: Innovation

  By John Sullivan, AdvisorOne  |  May 31, 2012

  A Fidelity Investments poll finds that broker-dealer and RIA executives believe the greatest concern for the industry today is “increasing competition and the need to differentiate.”

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  Breakaway Brokers See Early Financial Benefits, Fidelity Finds

  By James J. Green, AdvisorOne  |  February 1, 2012

  Study finds 76% of "new independents" say they're better off financially, 64% within first six months of going independent.

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  Fidelity Hires Away Trust Co. Senior Sales Exec Oros

  By John Sullivan, AdvisorOne  |  January 27, 2012

  In a surprise move on Friday, clearing and custodial firm Trust Company of America announced that vice president of national sales Bob Oros is leaving to become EVP of RIA sales and relationship management at Fidelity Investments.

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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 Charitable Announces New Advisor Platform

  By Marlene Y. Satter, AdvisorOne  |  December 1, 2011

  GivingCentral allows advisors to set up and manage Giving Accounts, and make contributions to Fidelity Charitable on behalf of their clients, all online.

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  Fidelity Adds Envestnet, Redtail, Others to WealthCentral Platform

  By John Sullivan, AdvisorOne  |  September 27, 2011

  Fidelity Institutional Wealth Services announced upgrades Tuesday to its WealthCentral platform for RIAs. The company said it is adding six new software choices and 'creating deeper integrations with existing applications for its independent advisor clients.'

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  Fidelity Releases Technology Evaluator Tool

  By John Sullivan, AdvisorOne  |  September 8, 2011

  Fidelity Institutional Wealth Services announced Thursday it had released a new tool to help advisors evaluate and compare available technology solutions.

• Fidelity Poll: Broker-Dealers and RIA Firms Focused on Hiring in 2011

  By John Sullivan, AdvisorOne  |  May 23, 2011

  New clients to be primary driver of growth this year.

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  What Does It Take for Millionaires to Feel Wealthy?

  By Kathleen McBride, AdvisorOne  |  March 14, 2011

  Fidelity Millionaire Outlook survey indicates millionaires’ magic numbers and their current attitudes toward the economy and investing.

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  Fidelity Introduces New Referral Tool for Advisors

  By John Sullivan, AdvisorOne  |  March 3, 2011

  Referral-EDGE searches database of public information to identify HNW prospects.