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Moving into a new stage of growth, the $33 billion, partner-owned RIA has created a digital app to 'seamlessly' connect clients—with their advisors and with each other.
The new custom SMA offering, an expansion of Fidelity’s direct indexing lineup, will be broadly available to RIA, broker/dealer and family office clients in 2023.
At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.
The tech firm wants to bring mainstream investors—and their advisors—into the IPO process, territory once reserved for favored clients, insiders and underwriters. But to take on Wall Street's reliable revenue generator, many moving pieces will...