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.
James and Anthony talk about the looming Sibos event in Toronto and take a look at some recent M&A activity and blockchain developments in the capital markets.Subscribe to Weekly Wrap emails