Resources and Tools
Fidelity has over a decade of experience helping RIAs grow their business. If you have made the decision to become an RIA, you can leverage our extensive knowledge of the RIA business, and effectively utilize the broad range of products and services we make available to you. Our knowledgeable professionals take a consultative approach to understand your business objectives and concerns. Also, to help guide you through your transition, we've created a library of resources including a detailed roadmap, research briefs, and business planning and marketing tools.- Transition Solutions
- RIA Start-Up Guide
Fidelity Transition SolutionsFidelity Transition Solutions is a comprehensive program designed to help advisors succeed in their transition to independence — and beyond. Guided by an experienced and knowledgeable Fidelity team, Fidelity Transition Solutions can help you navigate your way through the four critical areas to becoming an RIA, including Business Consultation Services, Marketing and Business Development, Technology and Back Office Support, and Investor Solutions. All of which are supported by the products, services and power of Fidelity. Whether you're still considering your options for independence or ready to make the move now, we can help you every step of the way. Business Consultation ServicesWhen working with Fidelity, you will have a dedicated Fidelity associate help you determine the right business model for you and your clients. We'll help you get up and running with access to third-party providers who have expertise in office setup, legal and compliance counsel, health insurance, human resources support, and more. Technology and Back Office Support Starting a business can be complex but with Fidelity WealthCentral®, it doesn't have to be. This end-to-end brokerage and service platform integrates financial planning, portfolio management, and CRM tools to help you power your business. Investor Solutions Our open architecture connects you to a wide range of products, including alternative investments, as well as structured products, fixed income and international securities available through Fidelity Capital Markets1. You can continue to serve your affluent clients with cash management and lending, charitable planning and trustee services. Marketing and Business Development Support Consult with Fidelity marketing professionals and practice specialists to create your distinct brand. Use our turnkey Web tools to create direct mail, stationary, brochures, and advertisements. Fidelity-preferred third-party Web specialists are also available — at deep discounts — to design and develop your Web site. For more information on how you can gain access to Fidelity Transition Solutions, contact a dedicated Fidelity Institutional Wealth Services representative at 800-735-3756. |
CLICK HERE.