Fidelity Launches Referral Strategies Tool

Fidelity Investments unveiled its new referral strategies tool, dubbed Referral-Edge. The web-based research tool allows independent advisors to identify potential referral opportunities.

Referral-Edge aggregates information on a daily basis from more than 3,000 US sources and has a database of more than 2.5 million high-net-worth individuals, 1.5 million retirement plans and about 150,000 foundations and endowments. It is in pilot at more than 200 advisory firms, according to Fidelity.


To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: