The product is still in beta mode, but Dynasty Financial Partners plans to integrate it into advisors’ other reporting software. The vehicle can be connected to a checking account or a brokerage account.
Allianz Life Partners With Orion Advisor Services
To get in front of the growing need for income planning within retirement, Orion Advisor Services, a portfolio management service provider, and Allianz Life Insurance Company of North America have partnered up, and Allianz Life’s annuity products have come to the Orion platform.
Financial advisors using Orion’s trading and reporting interface can now access Allianz Life index annuities and index variable annuities. The partnership started in July aiming to improve the delivery of up-to-date data and verified position information for Allianz Life’s annuity products.
Fidelity Model Portfolios
Looking for better investment outcomes?
Fidelity has launched a series of model portfolios in a low-cost supplemental program to its portfolio construction capabilities it offers to advisors.
The first group of portfolios offered includes the Fidelity Target Allocation Model Portfolios—an offering with five asset mixes aligning to different risk profiles and including a mix of Fidelity active and passive mutual funds. New options will launch later in the year.
The Fidelity Model Portfolios will allow advisors to deliver institutional-quality portfolios to their clients. The low-cost product aims to conserve advisors’ time for building a better relationship with their clients.
This new offering is available to registered investment advisors, broker-dealers and advisors at banks and insurance companies.