PRACTICE MANAGEMENT
Recruiters' Hub
Looking to elevate your firm’s recruiting efforts at every stage? Find out how Fidelity’s insights, resources, and team of experienced professionals can support you each step of the way.
Did you know that 1 in 6 advisors proactively switched firms in the past 5 years, and nearly half worked with a recruiter?* Whether you're looking to attract new advisors or helping them transition to your firm, Fidelity offers the consultative resources and ongoing support you can count on during every moment of the advisor recruiting journey.
Attract best fit advisors
How are you attracting “best fit” advisors? What is your ideal advisor profile? What is your recruiting plan?
Close and onboard new advisors
How can Fidelity’s story help complement your firm's story? How will your firm help advisors achieve their goals?
Transition and foster growth
How do you effectively communicate the move to clients? How do you help advisors grow?
What our clients are saying
“Fidelity is a trusted household name, so when we say, ‘our firm custodies through NFS/Fidelity,’ it carries a lot of weight.”
The experience of this client may not be representative of the experiences of all clients and is not indicative of future success.
Identifying and engaging potential candidates can be a challenge, especially in a competitive market. Fidelity’s team and resources can help you figure out your ideal advisor profile and craft your recruiting plan.
Hire for Performance
Fear of the unknown is the leading concern for advisors interested in moving. Ensure advisors feel confident about the move with Fidelity’s best-in-class capabilities.
Power your growth
Capital Markets trade execution quality
Fidelity is committed to obtaining the most favorable overall trade execution for our customers.
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About Fidelity
Learn about Fidelity Investments, including the customers we serve, our people, our history, and key facts and figures.
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About Institutional Wealth Management Services
Fidelity Institutional Wealth Management Services supports thousands of advisory firms with innovative investment & technology solutions to grow their businesses.
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Technology, WealthscapeSM & Investment & Retirement Products
Fidelity offers investment and retirement products and the technology platform Wealthscape with digital advice solutions and eMoney integration.
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Wealthscape learning hub
Access the Learning Hub to view learning activities related to Wealthscape and to register for and join instructor-led training sessions provided by Fidelity.
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National Financial Services LLC Tax and Regulatory Resources
Resource for National Financial Services LLC (NFS) account holders. Provides important regulatory notifications and tax-related information. NFS LLC Member NYSE, SIPC.
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Managing cybersecurity and cyber fraud risks
Cybersecurity continues to be top of mind for firms and advisors. Learn how to help protect your firm and help clients keep safe from cybercriminals.
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eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. The referenced integrations are between the WealthscapeSM platform and eMoney Advisor LLC's planning solutions, and may be in concert/conjunction with other Fidelity Investments technologies.
Wondering how to ensure clients move with their advisors? According to recent research, 80% of clients transition with their advisor.* Fidelity is here to help you not only communicate the move effectively with clients but also to help your advisors achieve their full growth potential.
Is your business ready for the next step? Let Fidelity's Growth Hub guide you on your journey, with deep insights and how-to resources designed for growth-minded advisors.
Fidelity Alliance Network
Get special access to discounts and offers on curated products and services from top names in the wealth management industry.
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Wealthscape℠
Discover how our all-in-one brokerage solution may help you seamlessly deliver digital experiences for your firm, advisors, and clients—all with the tech stack of your choice.
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RIA Staffing Calculator
See how your staffing levels stack up against competitors: use our Calculator to understand your potential optimal capacity.
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When appropriate, Fidelity Investments® may work with third-party providers to offer business development and practice management solutions to Fidelity clients. The third-party vendors offering these business development solutions to Fidelity clients may not be the only vendors that provide products and services of this kind. Fidelity clients should conduct their own independent due diligence before engaging a vendor and determine whether the particular vendor, and the particular products and/or services offered by the vendor, are right for them.
Explore our latest research & insights
* Source: 2023 Fidelity Advisor Movement Study
The 2023 Fidelity Advisor Movement Research was conducted from April 10 through April 26, 2023. It surveyed a total of 1,530 financial advisors, including 196 wirehouses, 430 Registered Investment Advisors (RIA), and 904 advisors employed by banks, insurance firms, and other Broker-Dealer financial institutions. The study was conducted via an online survey, with the sample provided by Cerulli, a third-party firm not affiliated with Fidelity. All respondents are screened for working with individual and/or small business investors and are licensed and credentialed according to Harris data. Reported base sizes are unweighted, unless otherwise indicated.