Fidelity Rolls Out New Service Model for Affiliated Advisors and B/D Reps

Centralized client service organization aimed at RIAs, B/Ds, family offices, and traders

Expanding on the positive reception advisors gave a pilot program launched last year, Fidelity Investments on March 15 announced the creation of a new client experience organization designed to meet the evolving demands of Fidelity’s advisor clients across the firm's different advisor businesses— Fidelity Institutional Wealth Services, National Financial, Fidelity Family Office Services, and Fidelity Capital Markets. The new organization will be headed by Maggie Serravalli, an executive VP who has overseen client experience for Fidelity’s Operations and Services Group since June 2007. In that role, she was responsible for the client management and client service teams of Fidelity’s brokerage business—two divisions she still maintains responsibility for in her new position...

Investment Advisor: Fidelity Rolls Out New Service Model for Affiliated Advisors and B/D Reps