Fidelity for Wealth Managers

Industrial gas producers are setting up for a bright future by capitalizing on government incentives aimed at reducing carbon emissions, according to Bill Kennedy, portfolio manager of Fidelity Advisor Sustainable International Equity Fund (FSQIX): https://lnkd.in/eKdTAqsZ The U.S. Inflation Reduction Act of 2022 has spurred interest in green technologies, with industrial gas companies leading the charge in hydrogen production—a cleaner alternative to fossil fuels. Kennedy's investment strategy focuses on high-quality companies with strong environmental, social, and governance (ESG) characteristics, stable return on capital, and solid growth prospects. He believes that the innovative approaches of companies like Linde and Air Liquide in producing green and blue hydrogen not only benefit the environment but also position these companies for substantial long-term earnings growth. Linde and Air Liquide were among the top overweight positions of FSQIX relative to its benchmark as of August 31. For more information on price, risk and performance, click here: https://lnkd.in/eakQR7VS

A round of applause to congratulate Stephanie Harris, CFP®, CDFA™, Scott Harris, CIMA® and the entire S. Harris Financial Group team in San Antonio, Texas on a successful launch! Thank you for choosing to custody with Fidelity. We look forward to supporting your continued growth and focus on helping your clients accomplish their goals. Additional kudos to the teams who collaborated to make this move possible: Jay Freedman, CFP®, CIMA®, Brad Lucas, Allison Staab, AIF®, Christy Alsop, Advyzon , and many others. Ready to explore what’s next in your independence journey? Fidelity’s team of experts can help you discover the possibilities: https://lnkd.in/eBUH6Z7C

Boston, our time here for #FidelityInsideTrack flew by! As you can see, we’ve been busy discussing top industry priorities, connecting with clients, and even having a little fun along the way. We pick things up again in Chicago on November 11 – you won’t want to miss it! 

#AI natural language interfaces like ChatGPT are rapidly evolving— and becoming more prevalent in different aspects of wealth management.  🛑 BUT! 🛑 Before you embrace #ArtificialIntelligence in your business, it's crucial to create a roadmap outlining where to begin, pause, or accelerate, along with which guardrails you'll use to help protect firm and client data. Fidelity’s Andrew Brzezinski, PhD, CFA, Head of Data Analytics & Insights, is talking about this now at #FidelityInsideTrack Boston. Couldn’t make the event? Check out our additional insights to learn more: https://lnkd.in/eXctjKBX

#FidelityInsideTrack is underway in Boston! Growth is top of mind at this year’s conference, and we dug in deep on this subject with Rohit Mahna. He talked with Shannon Spotswood, Matthew C. Peck, CFP®, CIMA®, and Patrick R. Housen, CFP® about how they balance growth priorities, how technology affects their client base, and how to retain talent by helping employees advance in their careers. Check out the Fidelity Growth Hub for more deep insights and how-to resources for growth-minded advisors: https://lnkd.in/etmwNtP4

You don’t want to miss this special edition of #Policy30, hosted by Katie Beirne Fallon and Jim Febeo! Tune in for an in-depth discussion on political and policy scenarios Fidelity is preparing for, and the implications of the 2024 U.S. elections on public policy across the financial services industry. Register here: https://lnkd.in/eix8U6HP

Did you know that leveraging wealth management technology can help drive efficiency, growth, and better client experiences? In fact, according to a recent Fidelity survey, the average digitally empowered firm reports results that outperform peers, including: ⚡️ 2.5X client growth rate ⚡️ 1.4X advisor career satisfaction ⚡️ 2X AUM growth rate Source: The 2023 Fidelity Financial Advisor Community—Technology Stack Survey At #FidelityInsideTrack in San Diego, Marissa Herr, Head of Technology Consulting, outlines how to use straightforward tech tools to help boost your firm’s efficiency. Missed the session? Read all about how best practices in wealth management technology can drive firm success: https://lnkd.in/eGcPZ-zT

#FidelityInsideTrack is off to a strong start this week in San Diego! Tobias Donath took the stage today to break down his thoughts on how you can fit your people, platform, clients, and offering into your next chapter of growth: ✅ Create more "thriving" vs "surviving" advisors ✅ Accelerate by using the 3 Ts: time, talent, and tools ✅ Develop planning relationships with beneficiaries ✅ Evolve your offering to keep pace with client needs Wish you were there to hear more? We’ve got you! Learn how you can stand out in the future of #WealthManagement. Link in comments ⬇️

We’re in San Diego for #FidelityInsideTrack! Over the next few days, we’ll hear key insights from industry experts and Fidelity leaders around topics like: 🌟 Building an infrastructure focused on growth 🌟 Growing client relationships and investments 🌟 Managing factors that can impact growth … and so much more. Stay tuned!

Learn from the advisors of financial advisors as they address big questions about the future of portfolio construction. https://lnkd.in/ewtJuvUZ