Fidelity Adds Philanthropic Education, Tools
Boston-based Fidelity Charitable created a Charitable Practice Management Program to counsel advisors on how to add charitable planning to their wealth management practices.
The program will use a step-by-step process to help advisors implement philanthropic activity within their planning, and can be tailored to meet the specific needs of firms, advisors and clients.
Fidelity will evaluate advisors’ skills and needs within the discipline, offer workshops and webinars that could potentially offer continuing education credits, apply their knowledge using a variety of guides and tools and then master their philanthropic planning skills through continued engagement with study groups and an advisor council.
Envestnet|Tamarac Roll Out Revamped Client Portal
Chicago-based Envestnet|Tamarac has launched a redesigned client portal in its Advisor View portfolio management and performance reporting application.
The new client portal, implemented in July, is designed to help RIAs create customizable client experiences and to appeal to the next generation of investors.
Advisors can personalize the portal by adding profile photos to client-facing pages and customizing the menu and text colors to match their brand. A resized menu bar makes more space available for data, and a client’s full financial snapshot is now visible on a single-page view.
Wells Fargo Offers Amazon Student Loan Discounts
San Francisco-based Wells Fargo Education Financial Services announced a new interest rate discount for Amazon Prime Student customers who apply for its private student loan products.
Amazon Prime Student customers can take advantage of a 50-basis-point discount, which can be added to a 25-basis-point reduction for enrolling in an automatic monthly repayment plan from Wells Fargo and any other interest rate discount tied to a Wells Fargo promotion.