Fidelity’s New Robo Ups Ante for Advisors

Fidelity’s New Robo Ups Ante for Advisors

After launching its robo for retail investors last summer, Fidelity Investments is forging ahead on a revamped technology platform for advisors. By mid-year, the asset manager and financial services custodian expects to offer its 3,000-plus customer base of RIAs and brokerages a whole new set of online tools to manage client portfolios.

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