Fidelity Expands Model Portfolio Offering Through 55ip to Include Custom Models
Fidelity’s latest offering includes the availability of custom model portfolios through 55ip. In addition to Fidelity’s pre-packaged model portfolios, advisors can now design custom model portfolios that can be implemented through 55ip’s tax-smart technology, allowing advisors to add scale and efficiency to their practice and deliver better outcomes for clients.
Read the full press release on Business Wire.