Fidelity Adds Business-Building Services For Advisors
Fidelity Investments Institutional Brokerage Group has launched the PracticeAdvantage Web portal, a business-building resource for registered investment advisors and broker-dealers.
The new Web site provides links to industry news and events, special offers within the program, and PracticeMark, Fidelity‚s integrated online marketing program. A practice management area for investment professionals also is planned.
Advisors also can take advantage of the new alliances PracticeAdvantage has added. They include:
• Adviser Compliance Associates: Offers discounted rates exclusively to RIAs for compliance products and services.
• AOL Time Warner: Subscription discounts.
• Bloomberg Press: Discounts on financial books and publications.
• Circles: Preferred rates for concierge and personal assistant services.
• College for Financial Planning: Discounts for educational programs.
• CompuCom: Preferred rates for information technology services and systems integration solutions.
• Corporate Express: Preferred rates for office supplies.