In this episode, Jack talks with Amanda Robinson, VP of Portfolio Solutions at Fidelity Investments. Amanda leads a team responsible for delivering support for Fidelity's portfolio solution capabilities.
Amanda discusses hyper-personalization and the need for customizable solutions with user-friendly interfaces. She highlights the role of technology in streamlining operations to free up time for client relationships.
Key Takeaways
[01:33] - Amanda's journey. [07:39] - Importance of hyper-personalization. [09:34] - Fidelity's user interface. [10:47] - Future of customizable solutions and managed account platforms. [12:23] - Importance of advisor and teammate relationship. [17:24] - What advisors say about model portfolios. [20:20] - Amanda's takeaways and interests.
Quotes
[21:02] - "Investors want their advisors to meet them where they want to do business. And emerging generations want scale, personalizable investments, which they want in a really easy-to-digest way." ~ Amanda Robinson
Disclosure