The Wall Street Journal's Fund Track column today follows Fidelity's new effort to serve the growing ranks of independent financial advisors.

The Boston Behemoth is making its service strategy much more personal by assigning teams, including a client-service manager and various experts, to small groups of registered investment advisors. This new system will replace Fidelity's current system, in which investment advisers phone a Fidelity service center and might speak with a different representative each time.

Regarding the changes, The Journal spoke with Maggie Serravalli, executive vice president of Fidelity Institutional's new client experience organization.

 

Edited by: Stephanie Bernhard


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