Fidelity Adds Web Resource Center for Advisers

Fidelity Investments announced new multimedia features on its Web site.

The site, advisor.fidelity.com, now contains a new multimedia resource center called the Insight Center. A Fidelity release said the center is designed to give advisers easy access to timely, actionable sales ideas, Fidelity research, and market analyses.

“Having supported the sales efforts of thousands of advisers for nearly 30 years, we have developed a thorough understanding of the types of resources they value most,’ said Joe LoRusso, president, Fidelity Investments Institutional Services Company, Inc., in the release. “We built the Insight Center to give them access to a wide array of actionable information and ideas that are both thought-provoking and apply directly to their daily client work.’

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More details on the features of the Insight Center, according to the company, will include:

  • Sales ideas: Step-by-step strategies to help advisers identify opportunities for existing clients and reach prospects. Here advisors will find more than 50 investment and retirement planning sales ideas that cover topics ranging from market volatility to international investing to 529 plans.
  • Market commentary: Monthly, quarterly, and annual market commentaries that advisers can use to help educate their clients. Additionally, advisers can register to attend upcoming conference calls with Fidelity Advisor fund managers, as well as download podcasts of past calls.
  • Research reports: In-depth studies and analysis on areas ranging from retirement planning to the current state of the economy that are developed by Fidelity’s research and investment experts.
  • Subscription service: Advisers can be notified of new content on the site by subscribing to an automated e-mail alert service.

The Fidelity announcement came the same day as the release of the top 10 Web sites for advisers from asset management consultant kasina, which ranked Fidelity at the top of the chart (see kasina Releases Top Web Sites for Advisers).

kasina Releases Top Web Sites for Advisers

Fidelity leads among top sites for financial intermediaries, according to a study by asset management consultant kasina.

Following its release of the top 10 asset manager Web sites last week (see Asset Management Firms Step Up Web Game), kasina ranked the top Web sites specifically for financial intermediaries.

kasina identified the 10 strongest Web sites within the intermediary channel based on criteria that fall into three distinct categories: availability of content, quality of content, and user experience. According to a press release, during evaluations of more than 50 asset management intermediary sites, kasina reviewed five categories of information: branding, online services, product, and performance information, support content, and usability.

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Simple Web pages just don’t cut it anymore. kasina said this year’s batch of top 10 sites continue to illustrate the broader trend toward more sophisticated Web technologies, with several sites on the list incorporating new functionality and increased depth of information, such as institutional-level product and performance information, embedded video commentary, and podcasts.

Fidelity ranked at the top of the charts, in tandem with the release of new resources for advisers on its Web site (see Fidelity Adds Web New Resource Center for Advisers).

The top 10 firms for intermediaries, as ranked by kasina:

1. Fidelity Investments Institutional Services Company
2. BlackRock
3. American Funds
4. John Hancock
5. The Vanguard Group
6. Franklin Templeton Investments
7. DWS Investments
8. MFS Investment Management
9. J.P. Morgan Funds Management
10. (tied) OppenheimerFunds and Putnam Investments

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