This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

NFP Advisor Services Group Announces Expansion Of IndeSuite(SM) Platform

Stocks in this article: NFP

NEW YORK, March 7, 2012 /PRNewswire/ -- NFP Advisor Services Group today announced that Fidelity Investment's clearing and custodial services (offered through its subsidiary, National Financial Services LLC) will be fully integrated into NFP Advisor Services Group's IndeSuite platform, which is designed to seamlessly integrate advisors' commission- and fee-based business.  NFP Advisor Services Group serves financial advisors and is a business segment of National Financial Partners Corp. (NYSE: NFP), a leading provider of benefits, insurance and wealth management services.

IndeSuite is a robust wealth management platform, which provides hybrid and independent RIAs access to a broad array of business tools through a single interface.  The platform is uniquely designed to bring technology, scale and services to advisors and will now offer Fidelity's clearing and custodial services.  Benefits of the platform include:

  • Seamless integration of advisors' commission- and fee-based businesses
  • Tools to process new business, service accounts, manage client data and track compensation across multiple platforms and custodians
  • The unique ability to produce consolidated statements that capture both advisory and brokerage accounts
  • The support of a dedicated, centralized service team

"This integration represents an important milestone in NFP Advisor Services Group's commitment to serving the hybrid and independent RIA marketplace," said James Poer, President of NFP Advisor Services Group. "We are thrilled to welcome Fidelity to the platform and believe that the addition of their services can help it further strengthen the distinctive, value-added offerings IndeSuite provides to advisors on a day-to-day basis."

"Fidelity has been committed to the hybrid space for many years and deeply believes in supporting advisors' options for independence," said Sanjiv Mirchandani, President of Fidelity's clearing and custody company, National Financial Services, LLC.  "IndeSuite is a compelling solution for hybrid advisors and we look forward to being part of the platform."

1 of 2

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs