Fidelity has three tiers to its financial advisor services: Fidelity’s financial advisors arefiduciaries, which Clark says is a must. He’s a fan of hybrid options that use digital or “robo” advisors to handle your investments while offering you full-fledged access to Certified Financial Plann...
As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security, account or investment strategy is consistent with your investment objectives, risk tolerance and financial situation. Optional investment management services provided for a ...
The bigger picture here is the move away from trading and towards portfolio management and financial advice. More and more individual investors are saving in their 401ks and IRAs and such towards a million-dollar portfolio instead of traditional pensions (that were also worth a million or more, ...