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financial planning

Fidelity Inks Referral Deal With Betterment’s RIA Service

By Charles Paikert

Fidelity has picked a horse in the “robo advisor” race.

The Boston-based financial services giant is throwing its considerable weight behind Betterment’s effort to sign up financial advisors for its digital services, using its institutional practice management team to introduce Betterment Institutional to the custodian’s approximately 3,000 RIA clients.

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This article originally published October 15th, 2014 on financial planning