Fidelity FundsNetwork Launches Knowledge Hub
London-based Fidelity FundsNetwork, a subsidiary of Fidelity International, has launched Knowledge Hub, an online service that provides financial advisers with training, demonstrations of platform tools and services, and guidance and insight on key themes from tax to regulations.
Launched this month, Knowledge Hub covers a range of topics from features and navigation of the website, to demonstrating the firm's Portfolio Evaluator service.
It will enable advisers to get to grips with topics about which they want to increase their knowledge, as well as helping them to better understand the services, tools and benefits available to use on the FundsNetwork platform.
The first step in the program is the launch of a series of interactive webinars designed to help advisers get a head start in client-asset modeling with the new Portfolio Evaluator tool, more effectively manage their clients' investments online, reduce the amount of paper they use through online dealing, and electronic document delivery.
David White, head of Fidelity FundsNetwork, says the Knowledge Hub has been designed to deliver more information and training direct to advisers' desktops. With the impending retail distribution review (RDR), time is precious, so using the new webinar program, advisers can pick and choose the modules that are most appropriate for them and their businesses, says White.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: https://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Regulation
Federal court moves to certify class in Cusip antitrust suit
The SDNY judge has handed a procedural win to plaintiffs, allowing swaths of end-user firms and third-party data vendors to join the class action.
Report once: will Esma’s €1bn reforms deliver the full picture?
Critics say plan to merge three reporting regimes will see scant returns, and won’t mesh with single-sided reporting.
Reasoning agents enter the onboarding process for banks
The next phase for banks in the KYC/AML space will be using agentic AI to replace sequential, siloed checks with orchestrator agents, IBM technologists say.
SEC gunning to take over CAT in 2027
Chairman Atkins has plans for the SEC to run the Consolidated Audit Trail directly. Industry participants are split on the idea.
Managing regulatory transformation through a Dual-Flow Operating Model
Darshan Shah presents an operating model that enables project teams to implement complex regulatory programs, preserve business continuity, reduce risk, and prepare enterprise platforms for regulatory change.
The complexity of using AI to tackle compliance
The Waters Wrap: Law firms are introducing new tools to help with regulatory compliance, potentially encroaching on regtech vendors’ territory, Wei-Shen writes.
SEC denies 24X’s requested SIP exemption, for now
Start-up exchange cannot begin its overnight market session before the equity data plans’ hours are scheduled to be extended on December 6. But that’s only half of it.
Cyber audit leaves Eiopa with a credibility problem
The Dora supervisor charged with overseeing critical tech vendors has been critiqued for IT security failings.
