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 ...

Fees took center stage last month as executives from Fidelity Investments and Charles Schwab Corp. squared off over the merits of so-called free custodial platforms that pass on fees to advisory clients. While many advisers enjoy the free service, the ...

While even a casual glimpse into the history of wealth management shows big strides toward democratization and technological evolution, looking at the future of the industry through the eyes of a diverse collection of experts offers the kind of promise ...

Fidelity Institutional, which provides custodial services to registered investment advisory firms and clearing services to broker-dealers, will provide those firms with access to a new third-party email security offering provided by cybersecurity company Armorblox. The offering is intended to protect ...

Fidelity Institutional has added four allocation mixes in its Target Allocation, Target Allocation Blended and Target Allocation Index-Focused model portfolios. The additions are equity and fixed-income mixes of 10/90, 30/70, 50/50 and 100/0. Since their launch three years ago, Fidelity’s ...