FIDELITY FundsNetwork has exclusively revealed details of its new retirement planning tool.
It will aim to help investors manage all their investments and provide an asset allocation strategy. David Dalton-Brown, head of FundsNetwork, said the vehicle is expected to be available within the next few months and will be an adviser-based tool. He explained that it will operate by placing all of an investor’s assets onto the platform, before carrying out an analysis of the benefits of each asset class, which are then graphically modelled for the investor. Afterwards, an adviser can sit down with the client and ascertain their lifestyle, aspirations and income goals. Dalton...
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