Fidelity for Wealth Managers

Join thousands of advisors who have expanded their charitable planning expertise, grown their practice, and built stronger client relationships. Our team of charitable experts will bring CE-approved learning to you with Practice Management & Consulting from Fidelity Charitable®.  https://lnkd.in/e5wv4_-U 

Is #FlashbackFriday still a thing? Regardless, we had to share these pictures from the 80s to recognize the 45th anniversary of our institutional business. These are associates in the Institutional Services group, which was formed in 1979, first offering Keogh plans, profit sharing and thrift plans to institutions. In 1985, it was reorganized as Fidelity Investments Institutional Services Company to serve as underwriter for the funds sold through broker-dealers, insurance companies and other intermediaries. We’re immensely proud of our longevity and evolution – we can’t wait to see what the next 45 years will bring! 

Looking for valuable insights to help enhance your investment strategy? Join us for an Investment Research Update! Thought leaders Denise Chisholm and Timothy Gannon will dive into Fidelity’s data-fueled perspectives on markets, equity sectors, and other key market dynamics that could impact investment trends.    Secure your spot today: https://lnkd.in/dm2frwkq

Cerity Partners’ growth mindset has made them one of the fastest-growing independent wealth management firms in the country. See how Fidelity’s service, technology, and insights are helping them build stronger client relationships, deliver better investment solutions, and position their firm for long-term growth: https://lnkd.in/eVeZzZuU

Welcome to Fidelity, Flow Wealth Management! 🙌   When founder Tripp Thompson weighed the options for the next move in his career, he knew he needed an understanding and experienced team he could trust. That’s when he discovered Fidelity’s own Blake Zafirson and Advisory Services Network’s Trey Prescott, who came together to create a solution that supports Flow Wealth Management’s vision for independent growth!   With a client-first mindset, collaboration comes swiftly. Learn more about the options for independence: https://lnkd.in/eqkDiEMV https://lnkd.in/ee9bVDFH

Announcing the new Fidelity Ethereum Fund (FETH), offering advisors and their clients easy exposure to crypto. Learn more: https://lnkd.in/exGd4yYF View prospectus: https://lnkd.in/ec6K2FpP

Artificial Intelligence (AI) and machine learning are being used by technology companies to address climate change. Fidelity Portfolio Manager Asher Anolic’s thesis is this: “companies that stay ahead of the curve by incorporating carbon reduction into their corporate mission — such as Alphabet, IBM and others — should see lower business-model risk and disruption as demand for climate-change solutions grows significantly stronger.” Asher, who manages Fidelity Advisor Climate Action Fund (FCAUX) and the Fidelity Advisor Equity Growth Fund (EQPGX) sees Alphabet, the parent company of Google, as a leader in this front since it launched a feature in Google Maps that uses AI to identify the most fuel-efficient routes, thereby reducing carbon emissions. Since its launch, this feature has helped prevent about 2.4 million metric tons of CO2 emissions, equivalent to removing 500,000 fuel-based cars off the road for a year. He also cites IBM, which in collaboration with NASA, has developed a geospatial foundation model that uses satellite and weather data to speed up the analysis of climate change hotspots. The model has been used to analyze climate trends and solutions in Kenya, the United Arab Emirates, and the U.K., focusing on reforestation, water sustainability, urban heat islands, and climate resiliency, respectively. Read Asher Anolic’s complete thoughts and see other portfolio manager commentary: https://lnkd.in/eNGNHRnF For fund performance and pricing information for FCAUX, please click here: https://lnkd.in/eEfHsaH2 For fund performance and pricing information for EQPGX, please click here: https://lnkd.in/eDKwZU6v Both Alphabet and IBM were fund holdings of FCAUX as of April 30.

From stock gains to disinflation trends, dive into our investment outlook in the most recent Quarterly Market Update. https://lnkd.in/erHJ-Shf

As your business goals evolve, so should your strategy. Fidelity is here to help support you on your growth journey every step of the way. See how we can offer guidance: https://lnkd.in/evR63awH

Fidelity portfolio manager Ford O’Neil was one of three nominees for the 2024 U.S. Morningstar Awards for Investing Excellence: Outstanding Portfolio Manager. O’Neil and his team of co-managers run various mutual funds including the Fidelity Total Bond Fund and its advisor share classes. Learn more about Fidelity Advisor Total Bond Fund: https://lnkd.in/e3TYvYjj Morningstar nominated Ford O’Neil for its 2024 U.S. Outstanding Portfolio Manager Award for Fidelity Total Bond Fund (FTBFX). Fidelity Advisor Total Bond Fund Classes A, C, M, I, and Z are classes of Fidelity Total Bond Fund and have different expense and performance characteristics as well as eligibility requirements. See prospectus for more details. Each year, Morningstar recognizes an Outstanding Portfolio Manager, an individual or team who has produced exceptional returns over the long term. To qualify for the award, the manager’s strategy must currently earn a Morningstar Medalist Rating™ of Gold or Silver for at least one vehicle and/or share class. For the full Morningstar awards methodology, go to https://lnkd.in/ertY6_vW