In response to what it says is a 51 percent increase in the number of “emerging” retirement plan advisors since 2013, Fidelity has announced a new relationship with Envestnet Retirement Solutions.
ERS’s retirement plan advisor platform integrates investment product research, plan and firm compliance tools, and a managed account capability.
Broker-dealer and advisor firms that clear trades through Fidelity will have access to the ERS platform through Fidelity’s proprietary WealthCentral and StreetScape platforms.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
