Fast-Forwarding the Advisor Article

National Financial Services

Description

Article copyright 2014 by Financial Planning. Reprinted from the article in the June 2014 issue with permission from Financial Planning. For investment professional use only. Not for distribution to the public as sales material in any form. The 2013 Fidelity® Insights on Advice program consists of two individual research studies: Affluent Investor Insights and Advisor Insights. The 2013 Fidelity® Affluent Investor Insights study was an online, blind survey (Fidelity not identified) fielded during the period of May 16-29, 2013. Participants included 813 affluent investors meeting certain asset and/or income requirements with findings weighted to reflect the population.

The 2013 Fidelity® Advisor Insights study (previously named Broker and Advisor Sentiment Index) was an online, blind survey fielded during the period of August 8–21, 2013. Participants included 813 advisors who work primarily with individual investors and manage a minimum of $10 million in individual or household investable assets. Advisor firm types included a mix of banks, broker-dealers, independent broker-dealers, insurance companies, regional broker-dealers, RIAs, and wirehouses, with findings weighted to reflect industry composition.

Both studies were conducted by Bellomy Research, an independent firm not affiliated with Fidelity Investments. The third party products referenced herein are the property of their respective owners. The use of any third party products in Fidelity’s Office of the Future does not suggest a recommendation or an endorsement by Fidelity. Firms should independently review their own situation to determine if any of these products are appropriate for them. Each firm needs to conduct its own due diligence, consider the advantages and disadvantages of using cloud-based technology and determine if cloudbased technology is the appropriate solution for them. In 2012, External IT USA, Inc.

merged with and into OS33 Services Corp. OS33 Services Corp. is still commonly referred to as External IT so the reference of External IT within this article refers to the overall corporation.

External IT/OS33 Services Corp. and Fidelity Investments are independent entities and are not legally affiliated. Fidelity Investments is an independent company, unaffiliated with Financial Planning and any other third party companies referenced herein. The statements and opinions expressed in this article are those of the author. Fidelity Investments cannot guarantee the accuracy or completeness of any statements or data. Fidelity does not provide advice of any kind. This reprint is supplied by Fidelity Brokerage Services LLC and National Financial Services LLC. Both members NYSE, SIPC.

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