FYI: Fidelity Institutional has created a new wealth management platform for managed accounts that it will make available to advisors starting next year, Fidelity announced Thursday.
The platform, Fidelity Managed Account Xchange, will have advisory tools, programs and services, and investments products from Fidelity and other asset managers that are designed to make it easier for registered investment advisors and broker-dealers to create managed accounts for their clients, Fidelity said.
Regards,
Ted
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