Fidelity plumps up PracticePerks
Fidelity Investments of Boston has expanded its practice management program, PracticePerks, by adding 75 products and service providers.
Fidelity Investments of Boston has expanded its practice management program, PracticePerks, by adding 75 products and service providers.
The PracticePerks program is an online marketplace that offers registered investment advisers preferred pricing and access to a range of business services.
More than 550 firms have signed up for the program.
The discount pricing the program offers saved clients more than $510,000 on business services, according to Fidelity.
In addition, the firm has introduced a series of regional practice management seminars for advisers to share best practices and develop marketing programs.
Fidelity had assets of more than $3.2 trillion, including managed assets of $1.5 trillion, under custody as of July 31.
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