MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Tuesday, March 16, 2010 Fidelity is Adding a Personal Touch The Wall Street Journal's Fund Track column today follows Fidelity's new effort to serve the growing ranks of independent financial advisors. The Boston Behemoth is making its service strategy much more personal by assigning teams, including a client-service manager and various experts, to small groups of registered investment advisors. This new system will replace Fidelity's current system, in which investment advisers phone a Fidelity service center and might speak with a different representative each time. Regarding the changes, The Journal spoke with Maggie Serravalli, executive vice president of Fidelity Institutional's new client experience organization. Printed from: MFWire.com/story.asp?s=31659 Copyright 2010, InvestmentWires, Inc. All Rights Reserved |