Fidelity Institutional, the division of Fidelity Investments® that provides clearing, custody and investment management products to registered investment advisors (RIAs), retirement record keepers, broker dealers, family offices and banks, has announced a new collaboration with LearnVest, as well as additional resources to help advisors explore options to digitize their practices.
The relationship with LearnVest will help advisors offer clients access to an educational "financial wellness" microsite, powered by LearnVest's original content, as well as preferred pricing to LearnVest’s technology-enabled financial planning program. The collaboration will be particularly useful for advisors consulting on workplace retirement plans. It adds to Fidelity Institutional Wealth Services’ collaboration with Betterment Institutional, through which RIAs may consider adding a client-facing digital platform to engage growing investor segments, like the emerging affluent, while still delivering the advice for which they are highly valued.
Fidelity has also published a new white paper on the digital landscape. The range of solutions and resources aim to help advisors regardless of where they are in their decision to digitize: assessing the digital opportunity, incorporating digital elements or creating their own digital platform solution.
For information about Fidelity’s Investments’ value-adds for advisors, visit their NAPA Partner Corner page.
