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Amanda Robinson
VP of Portfolio Solutions at Fidelity Investments
Best podcasts with Amanda Robinson
Ranked by the Snipd community
Nov 14, 2023
• 25min
Building Custom Model Portfolios with Amanda Robinson
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Amanda Robinson, VP of Portfolio Solutions at Fidelity Investments, discusses hyper-personalization and the importance of customizable solutions with user-friendly interfaces. She also talks about the role of technology in streamlining operations and the future of managed account platforms. Furthermore, Amanda emphasizes the significance of the advisor and teammate relationship and shares insights on model portfolios from advisors. In addition, she highlights investors' desire for scale and personalized investments in an easy-to-digest way.
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