Fidelity Registered Investment Advisor Group

• Retirement Income Meets the Internet

  By Janet Levaux, AdvisorOne  |  December 1, 2007

  Fidelity Investments has introduced the Fidelity Retirement Income Evaluator, an online planning tool for managing retirement income plans and building a more efficient and profitable...

• No More "FRIAG"

  By James J. Green, AdvisorOne  |  September 18, 2007

  Fidelity Investments announced September 18 that it is renaming its advisor custody unit Fidelity Institutional Wealth Services to reflect the "evolving role that trust institutions and third-party administrators (TPAs) also play in meeting the wealth management needs of investors," noting that assets in personal trusts are expected to in crease...

• New Tool for Advisors

  By James J. Green, AdvisorOne  |  September 7, 2007

  Fidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).

• The Independent Advantage

  By Ellen Uzelac  |  June 1, 2007

  If you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...

• Fidelity to Offer CRM, Financial Planning Applications

  By James J. Green, AdvisorOne  |  May 8, 2007

  Advisors affiliated with Fidelity Registered Investment Advisor Group will have customized versions of two popular applications available to them in the fourth quarter: Oracle's Siebel customer relationship management offering, and EISI's NaviPlan Central.

• A Flush Fidelity Tests Referral Program, Plans Name Change

  By James J. Green, AdvisorOne  |  May 4, 2007

  Speaking at the annual gathering of its top advisors in Naples, Florida, Fidelity Brokerage Company President Ellyn McColgan and Fidelity Registered Investment Advisor Group President...

• At FRIAG, Growth and Plans for More

  By James J. Green, AdvisorOne  |  May 1, 2007

  Jack Callahan started his career selling IBM hardware to corporate customers. Now he's selling something more intangible, though no less essential, and to businesses of...

• What Millionaires Value

  By Kara P. Stapleton  |  May 1, 2007

  It looks like there are a good number of millionaires who are in the market for financial advice. According to Fidelity Registered Investment Advisor Group's...

• High-Net-Worth Investor Study

  By Staff Writer  |  March 20, 2007

  Most millionaires use a financial advisor, according to the High Net Worth Investor Study released March 19 by Boston-based Fidelity Registered Investment Advisor Group (FRIAG). The study profiled how millionaires use financial advisors, and assessed their confidence in the current economy and the economy a year from now.

• Matchmaker, Matchmaker...

  By Staff Writer  |  February 23, 2007

  Fidelity Investments is rolling out a service in which the firm will match high-net-worth (HNW) investors with select registered investment advisors who are Fidelity custody clients. The new service, Wealth Advisor Solutions, was first introduced in Boston, Chicago, and San Francisco, in January.