Fidelity Expands SMA Lineup for Advisors
Fidelity Investments announced the addition of six new custom strategies and two new models to its SMA lineup for RIAs and broker/dealers. In addition, Fidelity launched new equity model SMAs that can be integrated into UMAs to offer a tax-efficient approach to portfolio management. The firm’s Institutional Tax-Managed Enhanced Equity and Institutional Tax-Managed Fundamental Equity…