Tune in on September 26 for “The Value Exchange: An Advisor’s Guide to Digital Assets" to discover how advisors are navigating the digital asset landscape. This episode features Fidelity’s Chris Kuiper, CFA and Matthew Horne, CFA along with Brian Murphy, Founder of Pariveda Investment Management and Co-founder of Kivalia and Jackson Wood, Portfolio Manager and Advisor at Freedom Day Solutions. Register now to participate in the live Q&A session during the webinar: https://lnkd.in/g-Dz4ys5
Fidelity for Wealth Managers
Financial Services
Boston, Massachusetts 23,835 followers
Powering the growth of wealth management firms to help you be more.
About us
Stand out in the future of wealth management. Fidelity powers the growth of wealth management firms to help you be more. We offer clearing and custody services, investment and technology products and solutions, brokerage and trading services, and a range of insights, expertise, and world-class client experience to advisors and wealth management firms.
- Website
-
https://institutional.fidelity.com/app/item/RD_13569_29855/social-media-disclosure.html
External link for Fidelity for Wealth Managers
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Boston, Massachusetts
Updates
-
Venture capital may offer a compelling balance between solid absolute returns, strong returns during declining equity markets, and enhanced portfolio diversification, according to new Fidelity research. Investment advisors now have greater access to these private markets due to the emergence of new strategies, vehicles, and platform technologies. Learn more about why now may be an opportune time to consider venture capital and how Fidelity may be able to help: https://lnkd.in/grfwRcuE
-
-
Transitioning to independence can seem daunting, but as Matthew Liebman, CFA®, CRPC®, CAIA® of Amplius Wealth Advisors discovered, Fidelity can help support a firm’s move towards independence by streamlining client onboarding and providing experience-backed guidance. Explore our collection of resources for financial advisors exploring independence: https://lnkd.in/eU3Kpx9q
-
The music industry may be an underappreciated investment opportunity. Fidelity Portfolio Manager Asher Anolic is especially interested in music labels as an investment theme. Here are two reasons why: 🎵 When an artist records a song, their label maintains rights over the track for the artist’s lifetime, plus 70 years after they pass. This means a music label can potentially benefit from a viral song for the better part of a century. 🎸 Social media can re-popularize older tunes via short-form video and viral covers. When a new artist covers an older song, that original label can still earn royalties from that cover. Check out Asher Anolic’s complete thoughts here: https://lnkd.in/e3HgBVF6 #FidelityInsideAccess
-
Here’s an easy way for advisors to stay on top of the latest trends in portfolio construction. Watch Fidelity’s Mayank Goradia, CFA as he recaps the Q2 highlights from our Portfolio Construction Quarterly Report. https://lnkd.in/ecY53hft #advisors
-
According to Fidelity's Asset Allocation Research Team's business cycle update for the third quarter of 2024, the U.S exhibits muted near-term recession risks as global economy expands. ◾ Major economies demonstrated persistent expansion amid improved global financial conditions and firmer manufacturing activity, even as the global environment became more varied. ◾ The U.S. and several large developing economies—India, Mexico, and Brazil—showed a rise in mid-cycle dynamics, while the U.S. still displayed significant late-cycle characteristics. ◾ Japan and Europe remained solidly late-cycle, Canada showed increased recession risks, and China continued to struggle to emerge from its growth slump. Learn more about what this could mean for U.S. and global markets. https://lnkd.in/eCwJPwtU
-
Ready for a simple tech solution to empower your firm’s growth? Our curated tech options and experienced support team are ready to work for you now—so you can work on growing your business: https://lnkd.in/edd9ipFd
-
-
The U.S. equity market is highly concentrated, but should that be a worry among investors? Perhaps not. Valuations matter. The forward price-earnings ratios of stocks in the Information Technology sector are about half of what they were before tech bubble burst in the early 2000s. The rising dispersion between the top stocks and everyone else can be an advantage to active stock pickers. For example, active fund managers can seek out companies with healthy cash flow, improving business conditions, compelling secular growth stories or watch for earnings growth that may not be sustainable. Check out this new article revealing how a concentrated market may provide new opportunities: https://lnkd.in/er2jEh3G
-
-
Wider dispersion in alternative investment strategies, and greater complexity, helps drive the need for a thoughtful due diligence process. Read more to get started with what you may need to consider when evaluating alternative managers in your overall portfolio: https://lnkd.in/ey4xrEKr And check out other Fidelity resources that can help you answer client questions and explore strategies: https://lnkd.in/exu5CHxM #advisors
-
Fidelity portfolio manager Sonu Kalra sat down with Bloomberg Intelligence’s David Cohne, mutual fund analyst and Gina Martin Adams, chief equity analyst to discuss his stock selection and valuation process. As manager of Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Blue Chip Growth ETF (FBCG), Sonu is especially interested in companies operating in under-penetrated, large addressable markets that he believes have above-average growth potential. Click here to listen to the full episode: https://lnkd.in/e_eNxnr6 For more information on pricing, risk, and performance for FBCG, click here: https://lnkd.in/ew5FrWwn For more information on pricing, risk, and performance for FBGRX, click here:https://lnkd.in/eBn8eesZ