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Fidelity Offers Advisors New Strategy for Serving Smaller Clients

Tuesday, Apr 14 2015

News Roundup

Written by PFA News

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Fidelity is teaming up with FirstPoint Financial to offer advisors an affordable way to serve clients with $50,000 to $250,000 in investible assets. So reports WealthManagement.com.

FirstPoint will help advisors identify smaller clients and will then manage the clients and share revenues with the referring advisor.

Read the full article from WealthManagement.com.

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