Fidelity Institutional has updated its Wealthscape advisor technology platform, refreshing its mobile app, updating its open-architecture digital store, and adding an analytic tool.
That tool, Wealthscape Analytics, provides business metrics and customer insights to help advisers spot new opportunities as well identify clients who might require attention, the company said in a release.
Fidelity also redesigned the mobile application’s user experience for retail clients, streamlining its design and navigation, enhancing access to account information, and improving security features.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
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