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Rating:Fidelity Adds Advisor Tools Not Rated 3.0 Email Routing List Email & Route  Print Print
Monday, August 07, 2000

Fidelity Adds Advisor Tools

Reported by Sean Hanna, Editor in Chief

Fidelity Investments Institutional Services Company, Inc. (FIIS) is beefing up the tools it provides financial advisors. Today the Boston Behemoth said it has added a new "Today's Family" area to its Web-based LifeStage Planning program.

The new area is designed to help advisors answer their clients' non-financial questions. Fidelity hopes that the tool will enable advisors to "deepen their client relationships." FIIS first rolled out the program last April as part of its advisor-only AdvisorXpress Web site.

The Today's Family section of LifeStage Planning focuses on six areas -- parents and children, health and well-being, estate planning, education, where to live, and work/life balance, according to the company. Examples of the kinds of non-financial questions the programs helps advisors answer are: Should I send my child to public or private school? How do we plan a family vacation? How would I provide for my family if I were disabled?

"With the addition of the new life stage, advisors will be able to reach a larger investor population by providing information that will be of interest to today's families," said Deirdre Nectow, senior vice president, Fidelity Investments Institutional Services Company, Inc. "This group of investors, who are 30 to 50 years old, represent a huge opportunity for advisors since they stand to inherit the accumulated wealth of the Baby Boomer generation, which represents an estimated $11.6 to $17.5 trillion in the next 20 years."  

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