News | 06.02.21
Fidelity Introduces New Educational Program for Advisors
Fidelity Institutional has created a new educational and training program for firms and advisors. The Wealth Advisory Institute was created after Fidelity research discovered that investors are relying on advisors to help with important financial decisions. The program features tools, research papers, videos, podcasts, resources, and a curriculum that advisors can customize based on their skills as a wealth manager. Fidelity and other asset management companies contributed to the content available in the program. Fidelity Institutional’s practice management and consulting team will also host live and on-demand workshops for users. The Wealth Advisory Institute is available on the Fidelity Managed Account Xchange and Managed Account Solutions platforms.
Read the full article on Think Advisor.