Morningstar Advisor - Spring 2008 - (Page 39) Solutions for your business. Whether it’s starting up, well established, or a well-established start-up. Simply put, Fidelity Institutional Wealth Services can help wealth managers grow their business. We offer a comprehensive range of wealth management solutions such as access to integrated trust services, managed 1 products, alternative investments, our capital markets services, and a retirement income evaluator tool designed 2 SM3 to help advisors create and manage retirement income plans. Our new platform, Fidelity WealthCentral, will be designed to help increase efficiency and improve operations. And with the Fidelity Practice Management Program, you’ll get the professional support and operational experience that can help you build and maintain a successful business – no matter what stage of development your business is in. Call 866-728-5367 or visit fiws.fidelity.com/solutions 1 Services provided by Fidelity Capital Markets Services, which is a division of National Financial Services LLC. The Fidelity Retirement Income Evaluator tool is an educational tool developed by and offered for use by Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. 3 Fidelity WealthCentral is under development and is currently not available. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 487433 2 http://fiws.fidelity.com/solutions http://fiws.fidelity.com/solutions
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