Duration: 1:51

1 views

0

This vid helps get started w/ Fidelity investments find an advisor (fidelity find an advisor, fidelity find advisor).

i. Fidelity offers retirement planning services through two main channels for advisors:

**1. Individual Retirement Accounts (IRAs):**

* Fidelity provides a variety of IRAs, including Traditional, Roth, and Rollover IRAs. Advisors can recommend these accounts to their clients based on their tax situation and retirement goals.
* Clients benefit from a wide selection of investment options, including Fidelity Advisor Funds®, which allows for diversification across different asset classes.
* Fidelity also offers features like:
* Systematic investing programs for regular contributions.
* Advanced notification for Required Minimum Distributions (RMDs).
* 24/7 online access to manage accounts.

**2. Workplace Retirement Plans (401(k)s):**

* Fidelity caters to financial advisors who want to expand their services to include management of workplace retirement plans, like 401(k)s, for businesses.
* This can be a valuable service for businesses seeking guidance on plan design, investment options, and participant education.
* Advisors benefit from:
* A potential recurring revenue stream.
* Reduced impact from market fluctuations.
* New client referral opportunities.

**Additional Resources:**

* Fidelity doesn't require advisors to be 401(k) experts, and they provide support and resources to help them get started [https://institutional.fidelity.com/].
* Overall, Fidelity offers a comprehensive suite of tools and resources for advisors to help their clients plan for retirement. You can find more information on their website [https://www.fidelity.com/retirement-planning/overview]