Matt Goulet, SVP, Model Portfolios, Fidelity Investments met with Julie Cooling, Founder & CEO, RIA Channel to discuss the rising trend of outsourced investment management and how advisors are incorporating it into their practices. Fidelity’s portfolio construction solutions range from fully pre-packaged models to hands-on consulting. Recently, Fidelity has expanded its offering to include open architecture models as well as ETFs.
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