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Fidelity Institutional to Collaborate With LearnVest

Wednesday, December 3, 2014 5:16:00 AM PDT | VentureDeal
   Boston, Massachusetts  --  Fidelity Institutional has announced a new collaboration with financial wellness program company LearnVest.

Under the terms of the partnership, LearnVest content will help advisors offer clients access to educational financial wellness microsites.

In addition, the collaboration will provide for preferred pricing to LearnVest’s financial planning program.

Fidelity Institutional provides custody, clearing investment management products to registered investment advisors (RIAs) and other financial professionals.

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