Fidelity Introduces Market Intelligence Program for Advisers

Fidelity Investments has rolled out a program to give financial advisers and brokers access to market intelligence and industry insights about topics such as retirement planning.

The Insight & Outlook program is offered through Fidelity Institutional Wealth Services, Fidelity’s custody business for registered investment advisers (RIAs), and correspondent clearing business, National Financial.

One of the resources Fidelity offers is the Monday Wake-Up Call, a weekly conference call featuring strategists from Fidelity Capital Markets, the institutional trading arm of Fidelity. On the calls, Fidelity clients hear a review of the equity and fixed-income markets directly from the trading floor.

Fidelity said Insight & Outlook also gives advisers and broker/dealers access to resources that are updated to reflect market developments and industry trends, such as:

  • market analysis—in-depth studies and analyses developed by specialists from Fidelity Capital Markets and Fidelity’s Market Analysis, Research and Education (MARE) group, a unit of Fidelity Management & Research Company;
  • business insights—strategies that can help make it easier for advisers to identify opportunities for growth or learn more about industry trends.
  • industry research—Fidelity-commissioned research and white papers on topics such as retirement planning and investor attitudes and behaviors.