Broker-dealer firms, banks and RIAs that are clients of Fidelity Clearing & Custody Solutions now have access to this multifaceted product, which enables clients to better prepare and manage their health-care expenses while allowing advisors to diversify their product offerings through the platform’s more than 10,000 mutual funds, stocks, bonds and ETFs.
The Fidelity HSA is fully integrated with Wealthscape, Fidelity’s advisor technology platform. To open or contribute to an HSA, individuals must be covered by a high-deductible health plan and cannot be enrolled in Medicare or be a dependent on another person’s tax return. Learn more at www.fidelity.com/hsa.
Snappy Kraken Releases Advisor Marketing Trends Report
Snappy Kraken, a marketing technology company in Ormond Beach, Fla., has released a comprehensive analysis of investment advisor marketing trends based on more than 9.3 million data points gleaned from 14,229 marketing campaigns in 2019.
The report focuses on the types of content and subject matter that attract the most prospects while also engaging current clients. The report also offers insights into why this content is effective, looks at online traffic sources that produce the strongest results, looks at how to maximize return on investment with minimal spend, and talks about what to expect from marketing efforts based on analytical marketing performance benchmarks.
The “State of Digital Marketing Financial Adviser Online Marketing Report and Benchmarking Study” is available at www.stateofdigital.report.
LPL Integrates Envestnet MoneyGuide With ClientWorks Connected
LPL Financial, the nation’s largest independent broker-dealer, is now offering its advisors the Envestnet MoneyGuide with ClientWorks Connected.
ClientWorks Connected is a goals-based tool that enables advisors to quickly and easily create personalized reports for their clients and prospects. Through MoneyGuide’s integration with ClientWorks, LPL advisors can see real-time account values, down to the position level, as well as plan probability in real time. In addition, plan reports are seamlessly imported back into ClientWorks.
The software is available to advisors with single-sign-on functionality, with no extra clicks necessary after logging into ClientWorks, enabling them to leverage the tool as part of their technology workstation.
Picnic Tax Matches Clients Online With Tax Prep Pros
Picnic Tax, headquartered in New York, has launched a new online service that matches clients with their ideal tax preparation professional.
The online service provides individuals with a custom online tax filing experience designed just for them through a curated network of 100 accountants and CPAs.
The tax professional that the client selects will prepare their income tax return on the back end in just 15 minutes with no hidden fees or surprise upsells, while ensuring that no money is left on the table.
Picnic Tax’s pricing starts at $200.