Fidelity Investments said that it will make health savings accounts available to the broker-dealers and registered investment advisers that use its clearing and custodial platforms.
Fidelity said that it will act as the HSA custodian, enabling advisers and their firms to handle all aspects of clients’ HSAs, including professional investment management and operational oversight, in one place.
Fidelity’s HSA, which was established in 2005, has more than $5.4 billion in assets, the company said in a release.
The platform offers access to more than 10,000 mutual funds and ETFs, as well as stocks and bonds.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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