Fidelity Adds Web Resource Center for Advisers

Fidelity Investments announced new multimedia features on its Web site.

The site,, 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.’

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).