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Fidelity promotes Jackie Boylan to global head of investor servicing

Fidelity International head of UK adviser platform Jackie Boylan has been promoted to head of investor servicing.

United kingdomJackie boylanFidelity internationalIntelliflo officeFidelity adviser solutionsMoney marketingFidelity adviser solutionOrigo integration hub

Economic challenges leave advisers with concerned clients

Advisers are experiencing increasing demand for client support due to economic challenges, Fidelity International has found.

Sam christopherFidelity adviser solutionFidelity internationalFidelity adviser solutions

Pension contributions rise following Spring Budget policy changes

Advisers expect to have a more significant role in helping clients navigate their retirement options following the chancellor’s pension changes announced at the Spring Budget in March.

Head of fidelity adviser solutions jackie boylanFidelity adviser solutionFidelity adviser solutions jackie boylanSpring budgetAutumn statementRoyal assentFidelity adviser solutionsSpring budgetPension contributions

Fidelity Adviser Solutions completes integration allowing advisers to receive transaction data directly to their own systems

Fidelity Adviser Solutions completes integration allowing advisers to receive transaction data directly to their own systems
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Nick eatockJackie boylanAnthony raffertyHead of fidelity adviser solutionsFidelity adviser solutionsFidelity adviser solutionOrigo integration hubAdviser solutionsOrigo integration hubatIntegration hub

Sustainable investing part of client chats for 90% of IFAs

Sustainable investing forms part of client conversations for more than 90% of advisers, research has found, but just 33% have the right ESG tools in place to support rising levels of engagement.

Heather hopkinsJackie boylanFidelity adviser solutionsFidelity adviser solutionAdviser solutionsSustainable investing trackerSustainable investment finder

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